JTC Employer Solutions Trustee’s Charles Schwab SCHW Stock Holding History

JTC Employer Solutions Trustee’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	$541K	Hold
2025 Q2	$517K	Hold
2025 Q1	$444K	Buy
2024 Q4	$174K	Hold
2024 Q3	$152K	Hold
2024 Q2	$173K	Hold
2024 Q1	$170K	Hold
2023 Q4	$163K	Buy