Oregon Pacific 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	$769K	Sell	8,427 -860	-9%	-$78.5K	0.73%	35
2025 Q1	$727K	Sell	9,287 -8	-0.1%	-$626	0.73%	40
2024 Q4	$688K	Buy	+9,295	New	+$688K	0.67%	42