Wolf Group Capital 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 Q1	$1.03M	Buy	+13,140	New	+$1.03M	0.35%	89
2024 Q3	–	Sell	-13,886	Closed	-$1.02M	–	135
2024 Q2	$1.02M	Buy	+13,886	New	+$1.02M	0.4%	72
2023 Q4	–	Sell	-12,744	Closed	-$700K	–	108
2023 Q3	$700K	Buy	+12,744	New	+$700K	0.33%	76