Signature Estate & Investment Advisors’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	$592K	Sell	6,489 -346	-5%	-$31.6K	0.01%	334
2025 Q1	$535K	Buy	6,835 +234	+4%	+$18.3K	0.01%	326
2024 Q4	$489K	Buy	6,601 +5	+0.1%	+$370	0.01%	333
2024 Q3	$427K	Buy	6,596 +345	+6%	+$22.4K	0.01%	339
2024 Q2	$461K	Buy	+6,251	New	+$461K	0.01%	301