Darwin 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	$94.8K	Hold	1,039	–	–	0.03%	170
2025 Q1	$76.9K	Hold	1,039	–	–	0.03%	195
2024 Q4	$76.9K	Buy	+1,039	New	+$76.9K	0.03%	195
2020 Q2	–	Sell	-427	Closed	-$13K	–	650
2020 Q1	$13K	Buy	+427	New	+$13K	﹤0.01%	430