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