Richards, Merrill & Peterson’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	–	Sell	-1,202	Closed	-$94.1K	–	417
2025 Q1	$94.1K	Hold	1,202	–	–	0.05%	194
2024 Q4	$89K	Buy	+1,202	New	+$89K	0.05%	198