RVW Wealth’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	$411K	Sell	4,507 -22	-0.5%	-$2.01K	0.03%	116
2025 Q1	$355K	Buy	+4,529	New	+$355K	0.03%	114
2023 Q4	–	Sell	-858	Closed	-$47.1K	–	323
2023 Q3	$47.1K	Buy	+858	New	+$47.1K	0.01%	244