Iron Horse Wealth Management’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	–	Sell	-6	Closed	-$470	–	635
2025 Q1	$470	Buy	+6	New	+$470	﹤0.01%	555