Oak Harvest Investment Services’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	$4.08M	Buy	44,666 +2,714	+6%	+$248K	0.51%	63
2025 Q1	$3.28M	Buy	+41,952	New	+$3.28M	0.46%	71