Glenview 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
Q3 | $11.4M | Buy |
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|
2025
Q2 | $10.4M | Buy |
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|
2025
Q1 | $8.38M | Buy |
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|
2024
Q4 | $7.63M | Buy |
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|
2024
Q3 | $6.65M | Sell |
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|
2024
Q2 | $7.86M | Buy |
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|
2024
Q1 | $7.39M | Buy |
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|
2023
Q4 | $6.27M | Buy |
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|
2023
Q3 | $3.19M | Buy |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $935K | Buy |
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|
2022
Q3 | $738K | Buy |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $798K | Buy |
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $312K | Buy |
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