Petrus Trust Company’s Charles Schwab SCHW Stock Holding History

Petrus Trust Company’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 Q2	$498K	Buy
2025 Q1	$223K	Sell
2024 Q4	$452K	Buy
2019 Q3	–	Sell
2019 Q2	$222K	Sell
2019 Q1	$244K	Buy
2018 Q4	$205K	Buy