Charles Schwab’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,210
| Closed | -$49.9K | – | 3536 |
|
|
2024
Q4 | $49.9K | Hold |
10,210
| – | – | ﹤0.01% | 3438 |
|
|
2024
Q3 | $34.7K | Hold |
10,210
| – | – | ﹤0.01% | 3451 |
|
|
2024
Q2 | $23K | Hold |
10,210
| – | – | ﹤0.01% | 3578 |
|
|
2024
Q1 | $16.8K | Hold |
10,210
| – | – | ﹤0.01% | 3441 |
|
|
2023
Q4 | $20.9K | Hold |
10,210
| – | – | ﹤0.01% | 3477 |
|
|
2023
Q3 | $20.4K | Hold |
10,210
| – | – | ﹤0.01% | 3513 |
|
|
2023
Q2 | $30.4K | Hold |
10,210
| – | – | ﹤0.01% | 3505 |
|
|
2023
Q1 | $35.9K | Hold |
10,210
| – | – | ﹤0.01% | 3411 |
|
|
2022
Q4 | $53.2K | Buy |
+10,210
| New | +$65.2K | ﹤0.01% | 3345 |
|
|
2022
Q1 | – | Sell |
-29,782
| Closed | -$270K | – | 3632 |
|
|
2021
Q4 | $270K | Sell |
29,782
-13,582
| -31% | -$135K | ﹤0.01% | 3301 |
|
|
2021
Q3 | $373K | Hold |
43,364
| – | – | ﹤0.01% | 3218 |
|
|
2021
Q2 | $504K | Hold |
43,364
| – | – | ﹤0.01% | 3166 |
|
|
2021
Q1 | $450K | Buy |
+43,364
| New | +$588K | ﹤0.01% | 3115 |
|
Charles Schwab's BMTX Position: Q1 2025 in Review
Charles Schwab sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 10,210 shares — an estimated $49.9K sold.
Charles Schwab first reported a position in BMTX in Q1 2021 and held it in 13 quarters. The position peaked at $504K in Q2 2021. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.
- Charles Schwab reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
- Charles Schwab sold 10,210 BM Technologies, Inc. shares in Q1 2025, an estimated $49.9K.
- Charles Schwab first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 13 quarters.
- Charles Schwab's BM Technologies, Inc. position peaked at $504K in Q2 2021.
- 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.
Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.