Fiduciary Financial Group’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	$4.31M	Sell	47,253 -2,903	-6%	-$265K	0.78%	27
2025 Q1	$3.7M	Sell	50,156 -1,347	-3%	-$99.5K	0.81%	26
2024 Q4	$3.75M	Sell	51,503 -3,357	-6%	-$244K	0.82%	26
2024 Q3	$3.56M	Buy	54,860 +37	+0.1%	+$2.4K	0.82%	27
2024 Q2	$3.7M	Buy	+54,823	New	+$3.7M	0.89%	27