Coordinated Financial Services’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$265K	Sell	2,902 -595	-17%	-$54.3K	0.18%	129
2025 Q1	$274K	Sell	3,497 -347	-9%	-$27.2K	0.21%	116
2024 Q4	$284K	Buy	+3,844	New	+$284K	0.22%	116
2024 Q2	$369K	Sell	5,008 -95	-2%	-$7K	0.32%	86
2024 Q1	$369K	Buy	+5,103	New	+$369K	0.32%	81