TPI
Trust Point Inc’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
7,382
+1,569
| +27% | +$143K | 0.06% | 143 |
|
|
2025
Q1 | $455K | Sell |
5,813
-1,706
| -23% | -$134K | 0.04% | 237 |
|
|
2024
Q4 | $557K | Buy |
7,519
+1,152
| +18% | +$85.3K | 0.04% | 267 |
|
|
2024
Q3 | $413K | Sell |
6,367
-379
| -6% | -$24.6K | 0.03% | 319 |
|
|
2024
Q2 | $497K | Sell |
6,746
-567
| -8% | -$41.8K | 0.04% | 264 |
|
|
2024
Q1 | $529K | Buy |
7,313
+426
| +6% | +$30.8K | 0.04% | 276 |
|
|
2023
Q4 | $474K | Buy |
+6,887
| New | +$474K | 0.04% | 283 |
|