Howard Bailey Securities’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	$629K	Sell	6,892 -204	-3%	-$18.6K	0.24%	60
2025 Q1	$555K	Sell	7,096 -1,358	-16%	-$106K	0.22%	64
2024 Q4	$626K	Sell	8,454 -421	-5%	-$31.2K	0.23%	63
2024 Q3	$575K	Buy	+8,875	New	+$575K	0.22%	65