Interchange Capital Partners’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	$208K	Buy	+2,281	New	+$208K	0.05%	268
2021 Q1	–	Sell	-1,718	Closed	-$91K	–	929
2020 Q4	$91K	Buy	+1,718	New	+$91K	0.05%	317