Indiana Trust & Investment Management’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 | $116K | Hold |
1,275
| – | – | 0.04% | 214 |
|
|
2025
Q1 | $99.8K | Hold |
1,275
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $94.4K | Hold |
1,275
| – | – | 0.03% | 231 |
|
|
2024
Q3 | $82.6K | Buy |
1,275
+200
| +19% | +$13K | 0.03% | 249 |
|
|
2024
Q2 | $79.2K | Buy |
1,075
+8
| +0.7% | +$590 | 0.03% | 245 |
|
|
2024
Q1 | $77.2K | Buy |
1,067
+667
| +167% | +$48.3K | 0.03% | 244 |
|
|
2023
Q4 | $27.5K | Hold |
400
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $22K | Buy |
+400
| New | +$22K | 0.01% | 315 |
|