Canandaigua National Trust of Florida’s Charles Schwab SCHW Stock Holding History

Canandaigua National Trust of Florida’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 Q3	$930K	Sell
2025 Q2	$945K	Sell
2025 Q1	$1.01M	Sell
2024 Q4	$969K	Sell
2024 Q3	$857K	Buy