Schrum Private Wealth Management’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	$233K	Hold	2,556	–	–	0.19%	114
2025 Q1	$200K	Buy	+2,556	New	+$200K	0.18%	124
2024 Q4	–	Sell	-4,312	Closed	-$279K	–	164
2024 Q3	$279K	Buy	+4,312	New	+$279K	0.14%	138