High Note Wealth’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
$6.57K Hold
72
﹤0.01% 352
2025
Q1
$5.64K Sell
72
-1
-1% -$78 ﹤0.01% 375
2024
Q4
$5.4K Buy
+73
New +$5.4K ﹤0.01% 409