Crown Advisors Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30,000	Closed	-$2.06M	–	45
2023 Q4	$2.06M	Hold	30,000	–	–	1.41%	27
2023 Q3	$1.65M	Hold	30,000	–	–	1.17%	34
2023 Q2	$1.7M	Hold	30,000	–	–	1.11%	35
2023 Q1	$1.57M	Buy	+30,000	New	+$1.57M	1.17%	37