Manuka Financial’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
$274K Hold
3,000
0.15% 44
2025
Q1
$235K Hold
3,000
0.15% 44
2024
Q4
$222K Buy
+3,000
New +$222K 0.15% 45