Avalon Trust’s Charles Schwab SCHW Stock Holding History

Avalon Trust’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$639K	Sell
2025 Q1	$651K	Sell
2024 Q4	$749K	Buy
2024 Q3	$648K	Sell
2024 Q2	$1.03M	Hold
2024 Q1	$1.01M	Hold
2023 Q4	$963K	Hold
2023 Q3	$769K	Sell
2023 Q2	$964K	Sell
2023 Q1	$900K	Buy