American Trust Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.77M | Sell |
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|
2025
Q2 | $4.68M | Sell |
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|
2025
Q1 | $5.43M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2024
Q2 | $3.86M | Buy |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $3.42M | Sell |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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