TCV Trust & Wealth Management’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 | $247K | Hold |
|
|||||
|
2025
Q2 | $236K | Sell |
|
|||||
|
2025
Q1 | $241K | Hold |
|
|||||
|
2024
Q4 | $228K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $225K | Hold |
|
|||||
|
2023
Q4 | $214K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $259K | Hold |
|
|||||
|
2022
Q3 | $224K | Sell |
|
|||||
|
2022
Q2 | $485K | Hold |
|
|||||
|
2022
Q1 | $647K | Sell |
|
|||||
|
2021
Q4 | $648K | Buy |
|
|||||
|
2021
Q3 | $235K | Sell |
|
|||||
|
2021
Q2 | $237K | Hold |
|
|||||
|
2021
Q1 | $211K | Buy |
|