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Sanibel Captiva Trust Company’s Charles Schwab SCHW Stock Holding History

Sanibel Captiva Trust Company’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$999K Buy
10,948
+7,370
+206% +$672K 0.03% 227
2025
Q1 		$280K Sell
3,578
-1,083
-23% -$84.8K 0.01% 341
2024
Q4 		$345K Buy
4,661
+1,566
+51% +$116K 0.01% 316
2024
Q3 		$201K Buy
+3,095
New +$201K 0.01% 367