Hager 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	$2.74M	Buy	30,015 +1,362	+5%	+$124K	1.63%	21
2025 Q1	$2.24M	Buy	28,653 +2,162	+8%	+$169K	1.57%	20
2024 Q4	$1.96M	Buy	+26,491	New	+$1.96M	1.22%	27