Cyndeo Wealth Partners’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	$388K	Buy	4,252 +489	+13%	+$44.6K	0.02%	339
2025 Q1	$295K	Buy	3,763 +166	+5%	+$13K	0.02%	367
2024 Q4	$266K	Hold	3,597	–	–	0.02%	383
2024 Q3	$233K	Buy	3,597 +342	+11%	+$22.2K	0.02%	415
2024 Q2	$240K	Buy	+3,255	New	+$240K	0.02%	364