Bank of Stockton’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
Q3 | $1.05M | Buy |
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|
2025
Q2 | $967K | Buy |
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|
2025
Q1 | $820K | Buy |
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|
2024
Q4 | $735K | Sell |
|
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $276K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $513K | Buy |
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|
2018
Q4 | $459K | Sell |
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|
2018
Q3 | $640K | Buy |
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|
2018
Q2 | $578K | Buy |
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|
2018
Q1 | $489K | Buy |
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|
2017
Q4 | $229K | Buy |
|