TD 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	$21.8K	Buy	238 +190	+396%	+$17.4K	﹤0.01%	301
2025 Q1	$3.78K	Hold	48	–	–	﹤0.01%	413
2024 Q4	$3.56K	Buy	+48	New	+$3.56K	﹤0.01%	384
2024 Q2	–	Sell	-9	Closed	-$651	–	515
2024 Q1	$651	Buy	+9	New	+$651	﹤0.01%	439