First National Trust’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.47M Buy
48,967
+3,496
+8% +$319K 0.17% 117
2025
Q1
$3.56M Buy
+45,471
New +$3.56M 0.14% 131