Donoghue Forlines’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	$2.79M	Buy	+30,572	New	+$2.79M	0.8%	37
2021 Q1	–	Sell	-30,734	Closed	-$1.63M	–	289
2020 Q4	$1.63M	Buy	+30,734	New	+$1.63M	0.31%	53