Secure Asset Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.04M	Buy	42,986 +3,293	+8%	+$323K	0.64%	40
2025 Q4	$3.97M	Buy	39,693 +1,099	+3%	+$104K	0.62%	36
2025 Q3	$3.56M	Buy	38,594 +9,179	+31%	+$871K	0.59%	44
2025 Q2	$2.68M	Sell	29,415 -552	-2%	-$46.2K	0.5%	50
2025 Q1	$2.35M	Buy	29,967 +4,902	+20%	+$385K	0.47%	59
2024 Q4	$1.86M	Buy	25,065 +2,298	+10%	+$172K	0.28%	84
2024 Q3	$1.48M	Buy	22,767 +3,817	+20%	+$251K	0.25%	103
2024 Q2	$1.4M	Sell	18,950 -1,236	-6%	-$91.3K	0.26%	92
2024 Q1	$1.46M	Buy	20,186 +2,319	+13%	+$153K	0.34%	69
2023 Q4	$1.23M	Sell	17,867 -1,126	-6%	-$65K	0.33%	75
2023 Q3	$1.04M	Sell	18,993 -661	-3%	-$39.9K	0.31%	84
2023 Q2	$1.11M	Buy	19,654 +668	+4%	+$35K	0.34%	72
2023 Q1	$994K	Buy	+18,986	New	+$1.39M	0.33%	75