RDA Financial Network’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	$267K	Buy	+2,929	New	+$267K	0.07%	214
2022 Q3	–	Sell	-6,492	Closed	-$410K	–	211
2022 Q2	$410K	Buy	6,492 +2,256	+53%	+$142K	0.21%	117
2022 Q1	$357K	Buy	+4,236	New	+$357K	0.15%	148