Eagle Strategies’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,791	Closed	-$943K	–	217
2024 Q2	$943K	Buy	+12,791	New	+$943K	0.18%	99
2024 Q1	–	Sell	-13,117	Closed	-$902K	–	328
2023 Q4	$902K	Buy	+13,117	New	+$902K	0.19%	93