Arlington Trust’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 | $19.3K | Hold |
211
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $16.5K | Hold |
211
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $15.6K | Hold |
211
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $13.7K | Hold |
211
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $15.5K | Hold |
211
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $15.3K | Sell |
211
-97
| -31% | -$7.02K | ﹤0.01% | 356 |
|
|
2023
Q4 | $21.2K | Sell |
308
-4,633
| -94% | -$319K | 0.01% | 346 |
|
|
2023
Q3 | $271K | Buy |
+4,941
| New | +$271K | 0.11% | 76 |
|