Riverview Trust 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 | $139K | Sell |
1,524
-1,031
| -40% | -$94.1K | 0.17% | 78 |
|
|
2025
Q1 | $200K | Sell |
2,555
-27
| -1% | -$2.11K | 0.2% | 88 |
|
|
2024
Q4 | $191K | Hold |
2,582
| – | – | 0.17% | 96 |
|
|
2024
Q3 | $167K | Buy |
2,582
+27
| +1% | +$1.75K | 0.15% | 110 |
|
|
2024
Q2 | $188K | Hold |
2,555
| – | – | 0.18% | 90 |
|
|
2024
Q1 | $185K | Buy |
+2,555
| New | +$185K | 0.14% | 102 |
|
|
2023
Q4 | – | Sell |
-1,931
| Closed | -$106K | – | 541 |
|
|
2023
Q3 | $106K | Buy |
1,931
+1,224
| +173% | +$67.2K | 0.09% | 146 |
|
|
2023
Q2 | $40.1K | Sell |
707
-1,025
| -59% | -$58.1K | 0.04% | 234 |
|
|
2023
Q1 | $90.7K | Sell |
1,732
-1,979
| -53% | -$104K | 0.08% | 151 |
|
|
2022
Q4 | $309K | Hold |
3,711
| – | – | 0.29% | 62 |
|
|
2022
Q3 | $267K | Buy |
3,711
+1,162
| +46% | +$83.6K | 0.26% | 66 |
|
|
2022
Q2 | $161K | Sell |
2,549
-354
| -12% | -$22.4K | 0.14% | 110 |
|
|
2022
Q1 | $245K | Buy |
2,903
+924
| +47% | +$78K | 0.18% | 89 |
|
|
2021
Q4 | $166 | Hold |
1,979
| – | – | 0.1% | 91 |
|
|
2021
Q3 | $144K | Hold |
1,979
| – | – | 0.15% | 98 |
|
|
2021
Q2 | $144K | Hold |
1,979
| – | – | 0.15% | 97 |
|
|
2021
Q1 | $129K | Hold |
1,979
| – | – | 0.14% | 102 |
|
|
2020
Q4 | $105K | Hold |
1,979
| – | – | 0.12% | 114 |
|
|
2020
Q3 | $72K | Sell |
1,979
-3,830
| -66% | -$139K | 0.08% | 130 |
|
|
2020
Q2 | $196K | Hold |
5,809
| – | – | 0.19% | 89 |
|
|
2020
Q1 | $195K | Sell |
5,809
-558
| -9% | -$18.7K | 0.19% | 85 |
|
|
2019
Q4 | $303K | Sell |
6,367
-579
| -8% | -$27.6K | 0.2% | 88 |
|
|
2019
Q3 | $291K | Sell |
6,946
-32
| -0.5% | -$1.34K | 0.2% | 87 |
|
|
2019
Q2 | $280K | Hold |
6,978
| – | – | 0.2% | 92 |
|
|
2019
Q1 | $298K | Hold |
6,978
| – | – | 0.23% | 83 |
|
|
2018
Q4 | $290K | Buy |
+6,978
| New | +$290K | 0.23% | 77 |
|