Roxbury 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	$20.7K	Buy	227 +1	+0.4%	+$91	0.02%	243
2025 Q1	$18K	Buy	226 +1	+0.4%	+$80	0.02%	251
2024 Q4	$18.6K	Buy	+225	New	+$18.6K	0.02%	256