Coastline Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $3.21M | Sell |
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|
2024
Q1 | $3.18M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $820K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $284K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $264K | Hold |
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|
2019
Q4 | $373K | Sell |
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|
2019
Q3 | $389K | Sell |
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|
2019
Q2 | $635K | Hold |
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|
2019
Q1 | $676K | Hold |
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|
2018
Q4 | $656K | Hold |
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|
2018
Q3 | $777K | Hold |
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|
2018
Q2 | $807K | Hold |
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|
2018
Q1 | $825K | Hold |
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|
2017
Q4 | $812K | Buy |
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