TIAA Trust, National Association’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 | $6.85M | Buy |
75,048
+53,227
| +244% | +$4.86M | 0.02% | 211 |
|
|
2025
Q1 | $1.71M | Sell |
21,821
-995
| -4% | -$77.9K | 0.01% | 309 |
|
|
2024
Q4 | $1.69M | Buy |
22,816
+1,079
| +5% | +$79.9K | 0.01% | 308 |
|
|
2024
Q3 | $1.41M | Sell |
21,737
-1,196
| -5% | -$77.5K | ﹤0.01% | 330 |
|
|
2024
Q2 | $1.69M | Buy |
22,933
+950
| +4% | +$70K | 0.01% | 292 |
|
|
2024
Q1 | $1.59M | Sell |
21,983
-52
| -0.2% | -$3.76K | ﹤0.01% | 298 |
|
|
2023
Q4 | $1.52M | Sell |
22,035
-1,582
| -7% | -$109K | 0.01% | 289 |
|
|
2023
Q3 | $1.3M | Buy |
+23,617
| New | +$1.3M | ﹤0.01% | 295 |
|