Washington Trust Advisors’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
Q2 | $39.4K | Hold |
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|
2025
Q1 | $33.8K | Buy |
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|
2024
Q4 | $28.6K | Hold |
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|
2024
Q3 | $25.1K | Buy |
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|
2024
Q2 | $17.5K | Hold |
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|
2024
Q1 | $17.2K | Buy |
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|
2023
Q4 | $6.81K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $43K | Buy |
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