Cetera Trust Company’s Charles Schwab SCHW Stock Holding History

Cetera Trust Company’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	$2.61M	Sell
2025 Q1	$2.25M	Buy
2024 Q4	$2.08M	Buy
2024 Q3	$1.81M	Sell
2024 Q2	$2.38M	Sell
2024 Q1	$2.54M	Sell
2023 Q4	$2.42M	Buy