Boston Trust Walden’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 | $828K | Hold |
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|
2025
Q2 | $791K | Buy |
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|
2025
Q1 | $522K | Hold |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $467K | Hold |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $443K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $299K | Hold |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $369K | Hold |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $505K | Buy |
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|
2017
Q4 | $433K | Hold |
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|
2017
Q3 | $369K | Buy |
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