McDaniel Terry & Co’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,396	Closed	-$250K	–	100
2024 Q2	$250K	Sell	3,396 -162	-5%	-$11.9K	0.02%	85
2024 Q1	$257K	Buy	+3,558	New	+$257K	0.02%	94