Summit Wealth & Retirement Planning’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	$392K	Buy	4,297 +1,236	+40%	+$113K	0.11%	67
2025 Q1	$240K	Buy	+3,061	New	+$240K	0.07%	68
2023 Q2	–	Sell	-8,864	Closed	-$464K	–	97
2023 Q1	$464K	Buy	+8,864	New	+$464K	0.17%	57