Charles Schwab Trust’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $305K | Buy |
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|
2019
Q4 | $408K | Hold |
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|
2019
Q3 | $433K | Buy |
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