JTC Employer Solutions Trustee’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 | $517K | Hold |
5,670
| – | – | 0.05% | 76 |
|
|
2025
Q1 | $444K | Buy |
5,670
+3,320
| +141% | +$260K | 0.04% | 83 |
|
|
2024
Q4 | $174K | Hold |
2,350
| – | – | 0.01% | 146 |
|
|
2024
Q3 | $152K | Hold |
2,350
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $173K | Hold |
2,350
| – | – | 0.01% | 143 |
|
|
2024
Q1 | $170K | Hold |
2,350
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $163K | Buy |
+2,350
| New | +$163K | 0.01% | 149 |
|