Wealth Preservation Advisors’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	$2.56K	Sell	28 -6	-18%	-$548	﹤0.01%	451
2025 Q1	$2.66K	Buy	+34	New	+$2.66K	﹤0.01%	449