Disciplined Investors’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	$1.26M	Buy	13,806 +41	+0.3%	+$3.74K	0.98%	29
2025 Q1	$1.08M	Sell	13,765 -229	-2%	-$17.9K	0.97%	30
2024 Q4	$1.02M	Buy	+13,994	New	+$1.02M	0.98%	32