Principal Street Partners’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	$337K	Buy	+3,692	New	+$337K	0.03%	253
2019 Q4	–	Sell	-25,698	Closed	-$1.07M	–	205
2019 Q3	$1.07M	Buy	25,698 +1,539	+6%	+$64.1K	0.27%	66
2019 Q2	$971K	Buy	24,159 +10,813	+81%	+$435K	0.54%	61
2019 Q1	$571K	Buy	+13,346	New	+$571K	0.25%	60