Shum Financial Group’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	$260K	Buy	3,316 +588	+22%	+$46K	0.22%	83
2024 Q4	$202K	Buy	+2,728	New	+$202K	0.17%	88