Financial Network Wealth Advisors’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	$15.9K	Buy	174 +1	+0.6%	+$91	0.02%	384
2025 Q1	$13.5K	Buy	+173	New	+$13.5K	0.02%	379
2024 Q4	–	Sell	-211	Closed	-$13.7K	–	783
2024 Q3	$13.7K	Buy	211 +154	+270%	+$9.98K	0.01%	409
2024 Q2	$3.75K	Buy	+57	New	+$3.75K	﹤0.01%	627