Human Investing’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,096	Closed	-$81.1K	–	233
2024 Q4	$81.1K	Buy	+1,096	New	+$81.1K	0.01%	120
2021 Q1	–	Sell	-382	Closed	-$20K	–	317
2020 Q4	$20K	Hold	382	–	–	0.01%	195
2020 Q3	$14K	Buy	+382	New	+$14K	﹤0.01%	214