Summit Trail Advisors’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 | $18M | Buy |
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|
2025
Q2 | $16.4M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $5.71M | Buy |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $2.16M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $923K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $349K | Buy |
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