Raymond James Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $761K | Buy |
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|
2019
Q4 | $728K | Sell |
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|
2019
Q3 | $769K | Buy |
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|
2019
Q2 | $577K | Buy |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $385K | Sell |
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|
2018
Q3 | $459K | Buy |
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|
2018
Q2 | $470K | Buy |
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|
2018
Q1 | $471K | Sell |
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|
2017
Q4 | $467K | Buy |
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|
2017
Q3 | $389K | Buy |
|
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|
2017
Q2 | $371K | Buy |
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|
2017
Q1 | $346K | Sell |
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|
2016
Q4 | $831K | Buy |
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|
2016
Q3 | $644K | Buy |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $519K | Buy |
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|
2015
Q4 | $328K | Buy |
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|
2015
Q3 | $221K | Sell |
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|
2015
Q2 | $267K | Sell |
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|
2015
Q1 | $301K | Buy |
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|
2014
Q4 | $284K | Sell |
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|
2014
Q3 | $288K | Sell |
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|
2014
Q2 | $314K | Buy |
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|
2014
Q1 | $306K | Buy |
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|
2013
Q4 | $283K | Buy |
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|
2013
Q3 | $201K | Sell |
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|
2013
Q2 | $228K | Buy |
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