Sovereign's Capital 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	$1.06M	Buy	11,622 +1,856	+19%	+$169K	0.57%	54
2025 Q1	$764K	Buy	9,766 +1,263	+15%	+$98.9K	0.45%	61
2024 Q4	$629K	Buy	+8,503	New	+$629K	0.4%	65