Kathmere Capital 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	$561K	Buy	6,152 +2,557	+71%	+$233K	0.04%	254
2025 Q1	$281K	Buy	3,595 +116	+3%	+$9.08K	0.02%	339
2024 Q4	$257K	Buy	+3,479	New	+$257K	0.02%	337
2024 Q3	–	Sell	-2,842	Closed	-$209K	–	393
2024 Q2	$209K	Buy	+2,842	New	+$209K	0.02%	315