Meyer Handelman Company’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	$227K	Buy	+2,492	New	+$227K	0.01%	207
2024 Q1	–	Sell	-5,950	Closed	-$409K	–	207
2023 Q4	$409K	Buy	5,950 +2,179	+58%	+$150K	0.02%	169
2023 Q3	$207K	Buy	+3,771	New	+$207K	0.01%	187