Trust Company of Toledo’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 | $806K | Buy |
8,838
+218
| +3% | +$19.9K | 0.09% | 175 |
|
|
2025
Q1 | $675K | Buy |
8,620
+1,613
| +23% | +$126K | 0.09% | 162 |
|
|
2024
Q4 | $519K | Buy |
7,007
+835
| +14% | +$61.8K | 0.07% | 174 |
|
|
2024
Q3 | $400K | Buy |
6,172
+1,820
| +42% | +$118K | 0.05% | 190 |
|
|
2024
Q2 | $321K | Buy |
4,352
+1,075
| +33% | +$79.2K | 0.05% | 197 |
|
|
2024
Q1 | $237K | Buy |
+3,277
| New | +$237K | 0.04% | 206 |
|