Historical shareholding details of Burns Wealth Management Inc holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Burns Wealth Management Inc shareholding in Charles Schwab Corp. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Burns Wealth Management Inc	3,154	0.00%

Mar 31, 2025	Burns Wealth Management Inc	3,182	0.00%

Dec 31, 2024	Burns Wealth Management Inc	3,598	0.00%

Sep 30, 2024	Burns Wealth Management Inc	4,030	0.00%

Jun 30, 2024	Burns Wealth Management Inc	5,718	0.00%

Mar 31, 2024	Burns Wealth Management Inc	10,639	0.00%

Dec 31, 2023	Burns Wealth Management Inc	179,902	0.01%

Sep 30, 2023	Burns Wealth Management Inc	176,893	0.01%

Jun 30, 2023	Burns Wealth Management Inc	182,221	0.01%

Mar 31, 2023	Burns Wealth Management Inc	184,362	0.01%