Dynasty Wealth 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	$812K	Sell	8,895 -1,772	-17%	-$162K	0.01%	146
2025 Q1	$835K	Buy	+10,667	New	+$835K	0.01%	160
2024 Q3	–	Sell	-11,654	Closed	-$859K	–	258
2024 Q2	$859K	Sell	11,654 -48	-0.4%	-$3.54K	0.03%	144
2024 Q1	$847K	Buy	+11,702	New	+$847K	0.03%	139