Sara-Bay 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 Q1	–	Sell	-3,854	Closed	-$285K	–	84
2024 Q4	$285K	Hold	3,854	–	–	0.11%	73
2024 Q3	$250K	Hold	3,854	–	–	0.09%	79
2024 Q2	$284K	Buy	+3,854	New	+$284K	0.12%	74