Davidson Kahn Capital 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	$1.03M	Sell	11,330 -20	-0.2%	-$1.83K	0.66%	35
2025 Q1	$888K	Sell	11,350 -251	-2%	-$19.6K	0.68%	34
2024 Q4	$859K	Buy	+11,601	New	+$859K	0.79%	33