Cullen Investment 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	$2.25M	Buy	24,622 +979	+4%	+$89.3K	0.32%	65
2025 Q1	$1.85M	Buy	+23,643	New	+$1.85M	0.28%	69