Missouri Trust & Investment Company’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 | $67.1K | Sell |
735
-39
| -5% | -$3.56K | 0.02% | 194 |
|
|
2025
Q1 | $60.6K | Hold |
774
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $57.3K | Buy |
774
+396
| +105% | +$29.3K | 0.02% | 200 |
|
|
2024
Q3 | $24.5K | Hold |
378
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $27.9K | Hold |
378
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $27.3K | Buy |
378
+291
| +334% | +$21.1K | 0.01% | 253 |
|
|
2023
Q4 | $5.99K | Buy |
87
+9
| +12% | +$619 | ﹤0.01% | 326 |
|
|
2023
Q3 | $4.28K | Sell |
78
-1
| -1% | -$55 | ﹤0.01% | 344 |
|
|
2023
Q2 | $4.48K | Sell |
79
-61
| -44% | -$3.46K | ﹤0.01% | 377 |
|
|
2023
Q1 | $7.33K | Buy |
140
+61
| +77% | +$3.2K | ﹤0.01% | 270 |
|
|
2022
Q4 | $7K | Hold |
79
| – | – | ﹤0.01% | 267 |
|
|
2022
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 290 |
|
|
2021
Q4 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 329 |
|