Retirement Guys Formula’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,049	Closed	-$683K	–	138
2023 Q2	$683K	Buy	12,049 +1,125	+10%	+$63.8K	0.4%	64
2023 Q1	$572K	Buy	+10,924	New	+$572K	0.41%	65