Trust Company of the South’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 | $373K | Hold |
4,088
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $320K | Hold |
4,088
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $303K | Sell |
4,088
-917
| -18% | -$67.9K | 0.06% | 99 |
|
|
2024
Q3 | $324K | Buy |
+5,005
| New | +$324K | 0.07% | 96 |
|
|
2024
Q1 | – | Sell |
-3,566
| Closed | -$245K | – | 126 |
|
|
2023
Q4 | $245K | Buy |
+3,566
| New | +$245K | 0.06% | 98 |
|