Stance Capital’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	$1.36M	Buy	+14,882	New	+$1.36M	0.51%	89
2025 Q1	–	Sell	-2,319	Closed	-$172K	–	230
2024 Q4	$172K	Buy	+2,319	New	+$172K	0.11%	102