Blue Trust Inc’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 | $1.28M | Sell |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $942K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $473K | Buy |
|