Rossby Financial’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
$14.3K Buy
157
+121
+336% +$11K 0.01% 707
2025
Q1
$2.88K Buy
+36
New +$2.88K ﹤0.01% 862