AMG National Trust 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 | $8.85M | Buy |
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|
2025
Q1 | $7.5M | Buy |
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|
2024
Q4 | $5.87M | Sell |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $7.01M | Sell |
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|
2024
Q1 | $8.42M | Buy |
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|
2023
Q4 | $6.66M | Buy |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $4.83M | Buy |
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|
2022
Q3 | $4.04M | Buy |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.7M | Sell |
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|
2021
Q4 | $4.47M | Sell |
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|
2021
Q3 | $4.37M | Sell |
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|
2021
Q2 | $5.22M | Sell |
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|
2021
Q1 | $4.83M | Buy |
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|
2020
Q4 | $3.9M | Sell |
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|
2020
Q3 | $2.84M | Sell |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $465K | Buy |
|