Seelaus Asset Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,743	Closed	-$609K	–	201
2023 Q2	$609K	Buy	+10,743	New	+$609K	0.48%	74
2023 Q1	–	Sell	-10,544	Closed	-$878K	–	220
2022 Q4	$878K	Buy	10,544 +1,985	+23%	+$165K	0.66%	43
2022 Q3	$615K	Buy	+8,559	New	+$615K	0.49%	58