Trust Company of Vermont’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
Q3 | $177K | Buy |
|
|||||
|
2025
Q2 | $127K | Hold |
|
|||||
|
2025
Q1 | $109K | Sell |
|
|||||
|
2024
Q4 | $133K | Buy |
|
|||||
|
2024
Q3 | $102K | Buy |
|
|||||
|
2024
Q2 | $111K | Buy |
|
|||||
|
2024
Q1 | $104K | Buy |
|
|||||
|
2023
Q4 | $49.5K | Buy |
|
|||||
|
2023
Q3 | $39.1K | Buy |
|
|||||
|
2023
Q2 | $39.7K | Buy |
|
|||||
|
2023
Q1 | $33.6K | Buy |
|
|||||
|
2022
Q4 | $3.41K | Hold |
|
|||||
|
2022
Q3 | $3K | Hold |
|
|||||
|
2022
Q2 | $3K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $4K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $12K | Buy |
|
|||||
|
2021
Q1 | $8K | Hold |
|
|||||
|
2020
Q4 | $6K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $304K | Sell |
|
|||||
|
2019
Q4 | $436K | Sell |
|
|||||
|
2019
Q3 | $611K | Sell |
|
|||||
|
2019
Q2 | $674K | Sell |
|
|||||
|
2019
Q1 | $771K | Sell |
|
|||||
|
2018
Q4 | $758K | Sell |
|
|||||
|
2018
Q3 | $1.46M | Sell |
|
|||||
|
2018
Q2 | $1.52M | Buy |
|
|||||
|
2018
Q1 | $1.44M | Buy |
|
|||||
|
2017
Q4 | $1.41M | Buy |
|
|||||
|
2017
Q3 | $1.19M | Buy |
|
|||||
|
2017
Q2 | $1.06M | Buy |
|
|||||
|
2017
Q1 | $954K | Buy |
|
|||||
|
2016
Q4 | $900K | Sell |
|
|||||
|
2016
Q3 | $801K | Sell |
|
|||||
|
2016
Q2 | $741K | Sell |
|
|||||
|
2016
Q1 | $954K | Buy |
|
|||||
|
2015
Q4 | $1.09M | Sell |
|
|||||
|
2015
Q3 | $996K | Buy |
|
|||||
|
2015
Q2 | $31K | Buy |
|
|||||
|
2015
Q1 | $21K | Hold |
|
|||||
|
2014
Q4 | $20K | Hold |
|
|||||
|
2014
Q3 | $20K | Hold |
|
|||||
|
2014
Q2 | $18K | Hold |
|
|||||
|
2014
Q1 | $18K | Hold |
|
|||||
|
2013
Q4 | $18K | Hold |
|
|||||
|
2013
Q3 | $14K | Hold |
|
|||||
|
2013
Q2 | $14K | Buy |
|