Burke & Herbert Bank & Trust’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 | $506K | Hold |
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|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $391K | Hold |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $441K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $447K | Hold |
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|
2021
Q4 | $446K | Sell |
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|
2021
Q3 | $677K | Hold |
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|
2021
Q2 | $677K | Hold |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $493K | Hold |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $245K | Buy |
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