Everpar Advisors’s Charles Schwab SCHW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Buy	3,268 +251	+8%	+$22.9K	0.14%	203
2025 Q1	$236K	Buy	+3,017	New	+$236K	0.13%	228
2024 Q3	–	Sell	-2,897	Closed	-$213K	–	281
2024 Q2	$213K	Buy	+2,897	New	+$213K	0.11%	244