WoodTrust Financial’s Charles Schwab SCHW Stock Holding History

WoodTrust Financial’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$845K	Sell
2024 Q3	$1.07M	Sell
2024 Q2	$2.33M	Sell
2024 Q1	$2.3K	Buy
2023 Q4	$2.12M	Buy
2023 Q3	$1.1M	Buy
2023 Q2	$1.1M	Buy