Pineridge Advisors’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	$1.28K	Buy	+14	New	+$1.28K	﹤0.01%	455
2025 Q1	–	Sell	-114	Closed	-$8.44K	–	643
2024 Q4	$8.44K	Buy	+114	New	+$8.44K	﹤0.01%	320