Evelyn Partners Investment Management Services’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	$144K	Buy	1,449 +181	+14%	+$18K	0.02%	110
2025 Q1	$124K	Buy	+1,268	New	+$124K	0.02%	99