1ST Source Bank’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 | $2.16M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.8M | Sell |
|
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|
2024
Q1 | $1.77M | Buy |
|
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|
2023
Q4 | $1.67M | Buy |
|
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.34M | Sell |
|
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|
2023
Q1 | $1.28M | Buy |
|
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.75M | Buy |
|
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.05M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.02M | Sell |
|
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.26M | Sell |
|
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|
2019
Q4 | $1.8M | Sell |
|
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|
2019
Q3 | $1.7M | Sell |
|
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $2.87M | Buy |
|
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|
2018
Q4 | $2.6M | Sell |
|
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|
2018
Q3 | $3.13M | Sell |
|
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|
2018
Q2 | $3.32M | Buy |
|
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|
2018
Q1 | $3.22M | Buy |
|
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|
2017
Q4 | $3.15M | Buy |
|
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|
2017
Q3 | $2.56M | Sell |
|
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|
2017
Q2 | $2.6M | Buy |
|
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|
2017
Q1 | $2.15M | Buy |
|
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|
2016
Q4 | $1.25M | Buy |
|
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|
2016
Q3 | $440K | Sell |
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|
2016
Q2 | $483K | Buy |
|
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|
2016
Q1 | $525K | Buy |
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|
2015
Q4 | $491K | Buy |
|