Riverview 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 | $145K | Hold |
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|
2025
Q2 | $139K | Sell |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $188K | Hold |
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|
2024
Q1 | $185K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $40.1K | Sell |
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|
2023
Q1 | $90.7K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $161K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $166 | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $144K | Hold |
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|
2021
Q1 | $129K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $196K | Hold |
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|
2020
Q1 | $195K | Sell |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $290K | Buy |
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