Tower Trust & Investment Company’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
$947K Buy
10,385
+455
+5% +$41.5K 0.67% 38
2025
Q1
$808K Buy
+9,930
New +$808K 0.65% 40