Equitable 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 | $1.12M | Hold |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $999K | Buy |
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|
2024
Q3 | $874K | Buy |
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|
2024
Q2 | $925K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $531K | Hold |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $755K | Buy |
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|
2019
Q4 | $1.05M | Hold |
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|
2019
Q3 | $923K | Hold |
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|
2019
Q2 | $887K | Sell |
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|
2019
Q1 | $949K | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $575K | Sell |
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|
2018
Q2 | $612K | Buy |
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