VCI Wealth 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	$1.25M	Buy	13,734 +1,268	+10%	+$116K	0.44%	63
2025 Q1	$976K	Sell	12,466 -1,906	-13%	-$149K	0.41%	67
2024 Q4	$1.06M	Sell	14,372 -8,469	-37%	-$627K	0.45%	64
2024 Q3	$1.48M	Buy	+22,841	New	+$1.48M	0.66%	42