National Philanthropic Trust’s Charles Schwab SCHW Stock Holding History

National Philanthropic Trust’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.99M	Sell
2025 Q4	$8.23M	Sell
2025 Q3	$9.67M	Buy
2025 Q2	$9.16M	Sell
2025 Q1	$7.93M	Sell
2024 Q4	$12.1M	Buy
2024 Q3	$9.66M	Sell
2024 Q2	$11M	Sell
2024 Q1	$10.9M	Buy