SummitTX 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	–	Sell	-56,574	Closed	-$4.43M	–	981
2025 Q1	$4.43M	Buy	+56,574	New	+$4.43M	0.19%	133