TruNorth 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	–	Sell	-834	Closed	-$65.3K	–	421
2025 Q1	$65.3K	Buy	+834	New	+$65.3K	0.02%	185
2024 Q2	–	Sell	-113	Closed	-$8.17K	–	393
2024 Q1	$8.17K	Buy	+113	New	+$8.17K	﹤0.01%	188