Dennis R. Delaney’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	$1.14M	Buy	12,500 +5,145	+70%	+$469K	0.59%	35
2025 Q1	$576K	Buy	+7,355	New	+$576K	0.31%	38