Invenio Wealth 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	$224K	Buy	+2,452	New	+$224K	0.09%	89
2025 Q1	–	Sell	-2,737	Closed	-$203K	–	104
2024 Q4	$203K	Buy	+2,737	New	+$203K	0.08%	97