Perkins Coie Trust Company’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
Q3 | $5.99M | Buy |
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|
2025
Q2 | $5.41M | Sell |
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|
2025
Q1 | $5.38M | Sell |
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|
2024
Q4 | $5.11M | Buy |
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|
2024
Q3 | $4.47M | Sell |
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|
2024
Q2 | $5.09M | Sell |
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|
2024
Q1 | $5.34M | Buy |
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|
2023
Q4 | $5.03M | Buy |
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $3.99M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $5.5M | Sell |
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|
2022
Q3 | $4.92M | Sell |
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|
2022
Q2 | $4.35M | Buy |
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|
2022
Q1 | $5.75M | Sell |
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|
2021
Q4 | $5.89M | Buy |
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|
2021
Q3 | $4.96M | Sell |
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|
2021
Q2 | $5.13M | Sell |
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|
2021
Q1 | $4.65M | Sell |
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|
2020
Q4 | $3.96M | Buy |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $2.41M | Buy |
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|
2019
Q2 | $2.31M | Sell |
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|
2019
Q1 | $2.49M | Buy |
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|
2018
Q4 | $2.37M | Sell |
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|
2018
Q3 | $2.87M | Buy |
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|
2018
Q2 | $2.98M | Sell |
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|
2018
Q1 | $3.07M | Sell |
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|
2017
Q4 | $3.04M | Buy |
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|
2017
Q3 | $2.57M | Buy |
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|
2017
Q2 | $2.47M | Buy |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $2.22M | Buy |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $1.38M | Buy |
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|
2016
Q1 | $1.48M | Sell |
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|
2015
Q4 | $1.75M | Buy |
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|
2015
Q3 | $1.5M | Buy |
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|
2015
Q2 | $1.7M | Buy |
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|
2015
Q1 | $1.56M | Buy |
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|
2014
Q4 | $1.48M | Sell |
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|
2014
Q3 | $1.77M | Buy |
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|
2014
Q2 | $1.61M | Sell |
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|
2014
Q1 | $1.66M | Buy |
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|
2013
Q4 | $1.57M | Buy |
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