Sagespring Wealth Partners’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	$1.31M	Buy	14,313 +5,277	+58%	+$481K	0.03%	232
2025 Q1	$707K	Buy	9,036 +2,732	+43%	+$214K	0.02%	314
2024 Q4	$467K	Buy	+6,304	New	+$467K	0.01%	366