WF
WoodTrust Financial’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,412
| Closed | -$845K | – | 180 |
|
|
2024
Q4 | $845K | Sell |
11,412
-5,060
| -31% | -$375K | 0.12% | 89 |
|
|
2024
Q3 | $1.07M | Sell |
16,472
-15,145
| -48% | -$982K | 0.15% | 82 |
|
|
2024
Q2 | $2.33M | Sell |
31,617
-200
| -0.6% | -$14.7K | 0.36% | 50 |
|
|
2024
Q1 | $2.3K | Buy |
31,817
+1,017
| +3% | +$74 | 0.36% | 51 |
|
|
2023
Q4 | $2.12M | Buy |
30,800
+10,784
| +54% | +$742K | 0.36% | 53 |
|
|
2023
Q3 | $1.1M | Buy |
20,016
+616
| +3% | +$33.8K | 0.21% | 70 |
|
|
2023
Q2 | $1.1M | Buy |
+19,400
| New | +$1.1M | 0.2% | 75 |
|