WD Rutherford’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	$52.9K	Buy	+580	New	+$52.9K	0.02%	84
2024 Q3	–	Sell	-580	Closed	-$42.7K	–	96
2024 Q2	$42.7K	Sell	580 -345	-37%	-$25.4K	0.02%	89
2024 Q1	$66.9K	Buy	+925	New	+$66.9K	0.03%	85