Cranbrook Wealth Management’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	$34.7K	Sell	380 -71	-16%	-$6.48K	0.01%	213
2025 Q1	$35.3K	Sell	451 -1,289	-74%	-$101K	0.01%	204
2024 Q4	$129K	Buy	1,740 +380	+28%	+$28.1K	0.03%	132
2024 Q3	$88.1K	Sell	1,360 -1,870	-58%	-$121K	0.02%	158
2024 Q2	$238K	Buy	+3,230	New	+$238K	0.06%	102