Trust Company’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
$1.62K Hold
2025
Q2
$1.55K Hold
2025
Q1
$1.33K Buy
2024
Q2
Sell
2024
Q1
$7.81K Buy
2016
Q1
Sell
2015
Q4
$5.4K Hold
2015
Q3
$5K Hold
2015
Q2
$5K Hold
2015
Q1
$5K Buy