Transce3nd’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	$15.2K	Buy	167 +21	+14%	+$1.92K	0.01%	495
2025 Q1	$11.4K	Sell	146 -78	-35%	-$6.11K	0.01%	537
2024 Q4	$16.6K	Buy	+224	New	+$16.6K	0.01%	612