Watts Gwilliam & Co’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-24,341	Closed	-$1.76M	–	218
2024 Q4	$1.76M	Sell	24,341 -2,618	-10%	-$189K	0.37%	57
2024 Q3	$1.75M	Buy	+26,959	New	+$1.75M	0.38%	53
2024 Q1	$1.61M	Buy	+20,918	New	+$1.61M	0.5%	44