Charles Schwab Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Sell |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $410K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $387K | Buy |
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