Marion 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	$293K	Buy	3,217 +391	+14%	+$35.7K	0.07%	106
2025 Q1	$221K	Buy	2,826 +49	+2%	+$3.84K	0.06%	120
2024 Q4	$206K	Buy	+2,777	New	+$206K	0.05%	126
2023 Q2	–	Sell	-4,500	Closed	-$236K	–	108
2023 Q1	$236K	Buy	+4,500	New	+$236K	0.09%	101