Parkworth 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
$3.56K Buy
39
+27
+225% +$2.46K ﹤0.01% 201
2025
Q1
$939 Hold
12
﹤0.01% 274
2024
Q4
$888 Buy
+12
New +$888 ﹤0.01% 304