TC
Trust Company’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55K | Hold |
17
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $1.33K | Buy |
+17
| New | +$1.33K | ﹤0.01% | 431 |
|
|
2024
Q2 | – | Sell |
-108
| Closed | -$7.81K | – | 348 |
|
|
2024
Q1 | $7.81K | Buy |
+108
| New | +$7.81K | ﹤0.01% | 292 |
|
|
2016
Q1 | – | Sell |
-164
| Closed | -$5.4K | – | 356 |
|
|
2015
Q4 | $5.4K | Hold |
164
| – | – | ﹤0.01% | 306 |
|
|
2015
Q3 | $5K | Hold |
164
| – | – | ﹤0.01% | 326 |
|
|
2015
Q2 | $5K | Hold |
164
| – | – | ﹤0.01% | 320 |
|
|
2015
Q1 | $5K | Buy |
+164
| New | +$5K | ﹤0.01% | 266 |
|