Per Stirling Capital Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,982	Closed	-$288K	–	247
2024 Q1	$288K	Buy	+3,982	New	+$288K	0.05%	197