Charles Schwab Trust’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Buy
2025
Q2
$656K Hold
2025
Q1
$702K Sell
2024
Q4
$862K Buy
2024
Q3
$902K Sell
2024
Q2
$727K Buy
2024
Q1
$835K Sell
2023
Q4
$882K Sell
2023
Q3
$888K Buy