Cornerstone Wealth Group’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	$301K	Buy	3,297 +604	+22%	+$55.1K	0.02%	244
2025 Q1	$211K	Buy	+2,693	New	+$211K	0.02%	271
2023 Q2	–	Sell	-45,379	Closed	-$2.38M	–	156
2023 Q1	$2.38M	Buy	+45,379	New	+$2.38M	0.42%	83