Intrust Bank’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 | $631K | Sell |
|
|||||
|
2025
Q1 | $563K | Sell |
|
|||||
|
2024
Q4 | $550K | Sell |
|
|||||
|
2024
Q3 | $501K | Sell |
|
|||||
|
2024
Q2 | $583K | Sell |
|
|||||
|
2024
Q1 | $939K | Sell |
|
|||||
|
2023
Q4 | $931K | Hold |
|
|||||
|
2023
Q3 | $743K | Sell |
|
|||||
|
2023
Q2 | $771K | Sell |
|
|||||
|
2023
Q1 | $719K | Buy |
|
|||||
|
2022
Q4 | $745K | Hold |
|
|||||
|
2022
Q3 | $643K | Sell |
|
|||||
|
2022
Q2 | $571K | Sell |
|
|||||
|
2022
Q1 | $812K | Sell |
|
|||||
|
2021
Q4 | $813K | Hold |
|
|||||
|
2021
Q3 | $705K | Buy |
|
|||||
|
2021
Q2 | $702K | Hold |
|
|||||
|
2021
Q1 | $628K | Sell |
|
|||||
|
2020
Q4 | $519K | Sell |
|
|||||
|
2020
Q3 | $393K | Sell |
|
|||||
|
2020
Q2 | $490K | Sell |
|
|||||
|
2020
Q1 | $630K | Sell |
|
|||||
|
2019
Q4 | $900K | Sell |
|
|||||
|
2019
Q3 | $796K | Sell |
|
|||||
|
2019
Q2 | $809K | Sell |
|
|||||
|
2019
Q1 | $923K | Sell |
|
|||||
|
2018
Q4 | $900K | Sell |
|
|||||
|
2018
Q3 | $1.08M | Buy |
|
|||||
|
2018
Q2 | $1.12M | Sell |
|
|||||
|
2018
Q1 | $1.17M | Sell |
|
|||||
|
2017
Q4 | $1.18M | Sell |
|
|||||
|
2017
Q3 | $1.03M | Sell |
|
|||||
|
2017
Q2 | $1.11M | Sell |
|
|||||
|
2017
Q1 | $1.12M | Sell |
|
|||||
|
2016
Q4 | $1.1M | Buy |
|
|||||
|
2016
Q3 | $874K | Sell |
|
|||||
|
2016
Q2 | $711K | Sell |
|
|||||
|
2016
Q1 | $1.83M | Buy |
|
|||||
|
2015
Q4 | $791K | Buy |
|
|||||
|
2015
Q3 | $594K | Sell |
|
|||||
|
2015
Q2 | $773K | Sell |
|
|||||
|
2015
Q1 | $785K | Sell |
|
|||||
|
2014
Q4 | $784K | Buy |
|
|||||
|
2014
Q3 | $727K | Sell |
|
|||||
|
2014
Q2 | $680K | Sell |
|
|||||
|
2014
Q1 | $752K | Buy |
|
|||||
|
2013
Q4 | $650K | Buy |
|
|||||
|
2013
Q3 | $480K | Buy |
|
|||||
|
2013
Q2 | $291K | Buy |
|