Stamos Capital Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,040	Closed	-$509K	–	139
2024 Q1	$509K	Sell	7,040 -140	-2%	-$10.1K	0.12%	102
2023 Q4	$494K	Buy	+7,180	New	+$494K	0.13%	111
2023 Q3	–	Sell	-53,040	Closed	-$3.01M	–	114
2023 Q2	$3.01M	Buy	+53,040	New	+$3.01M	0.7%	45