Harbour Trust & Investment Management’s Charles Schwab SCHW Stock Holding History

Harbour Trust & Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$321K	Sell
2025 Q1	$279K	Hold
2024 Q4	$264K	Hold
2024 Q3	$231K	Sell
2024 Q2	$263K	Sell
2024 Q1	$270K	Sell
2023 Q4	$325K	Buy