TrueWealth Advisors’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	$298K	Sell	3,266 -25	-0.8%	-$2.28K	0.09%	172
2025 Q1	$258K	Sell	3,291 -59	-2%	-$4.62K	0.08%	185
2024 Q4	$248K	Buy	3,350 +59	+2%	+$4.37K	0.08%	191
2024 Q3	$213K	Buy	+3,291	New	+$213K	0.07%	217