Leigh Baldwin & Co’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	$240K	Buy	+2,625	New	+$240K	0.16%	159
2025 Q1	–	Sell	-3,959	Closed	-$293K	–	178
2024 Q4	$293K	Buy	+3,959	New	+$293K	0.25%	116