Napa 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	$2.65M	Buy	+29,098	New	+$2.65M	1.27%	24
2024 Q1	–	Sell	-5,020	Closed	-$345K	–	104
2023 Q4	$345K	Buy	+5,020	New	+$345K	0.19%	81