Thurston Springer Miller Herd & Titak’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	$643K	Buy	7,049 +216	+3%	+$19.7K	0.08%	213
2025 Q1	$535K	Buy	6,833 +841	+14%	+$65.9K	0.09%	187
2024 Q4	$444K	Buy	5,992 +172	+3%	+$12.7K	0.09%	190
2024 Q3	$377K	Buy	5,820 +2,429	+72%	+$157K	0.1%	185
2024 Q2	$250K	Buy	+3,391	New	+$250K	0.08%	242