Trust Asset 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
Q2
$1.57M Hold
2025
Q1
$1.35M Sell
2024
Q4
$1.37M Hold
2024
Q3
$1.2M Hold
2024
Q2
$1.36M Hold
2024
Q1
$1.34M Sell
2023
Q4
$1.28M Hold
2023
Q3
$1.02M Hold
2023
Q2
$1.05M Hold
2023
Q1
$974K Buy
2022
Q4
$1.42M Hold
2022
Q3
$1.23M Buy
2022
Q2
$1M Buy
2022
Q1
$1.18M Buy
2021
Q4
$1.13M Hold
2021
Q3
$980K Buy
2021
Q2
$908K Buy
2021
Q1
$712K Buy
2020
Q4
$466K Buy
2020
Q3
$211K Buy