DWM

Diversify Wealth Management’s Charles Schwab SCHW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$438K	Sell	4,439 -275	-6%	-$27.1K	0.03%	392
2025 Q1	$383K	Buy	+4,714	New	+$383K	0.03%	398
2024 Q3	–	Sell	-26,451	Closed	-$1.65M	–	494
2024 Q2	$1.65M	Buy	+26,451	New	+$1.65M	0.2%	113