Unified Investment 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	$708K	Buy	7,756 +153	+2%	+$14K	0.76%	45
2025 Q1	$595K	Sell	7,603 -703	-8%	-$55K	0.7%	50
2024 Q4	$615K	Buy	+8,306	New	+$615K	0.7%	49