Vision Financial Markets’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	$22K	Buy	242 +1	+0.4%	+$91	0.02%	178
2025 Q1	$18.8K	Buy	241 +56	+30%	+$4.38K	0.02%	172
2024 Q4	$13.7K	Buy	+185	New	+$13.7K	0.01%	160