Maridea 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	$472K	Buy	5,176 +1,818	+54%	+$166K	0.12%	167
2025 Q1	$263K	Sell	3,358 -716	-18%	-$56K	0.09%	187
2024 Q4	$302K	Buy	+4,074	New	+$302K	0.1%	175