Hopwood Financial 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	$448K	Hold	4,906	–	–	0.35%	40
2025 Q1	$384K	Hold	4,906	–	–	0.3%	48
2024 Q4	$363K	Buy	+4,906	New	+$363K	0.28%	48