Charles Schwab’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
22,855
+689
| +3% | +$34.9K | ﹤0.01% | 2853 |
|
|
2025
Q1 | $1.05M | Buy |
22,166
+642
| +3% | +$30.3K | ﹤0.01% | 2825 |
|
|
2024
Q4 | $996K | Hold |
21,524
| – | – | ﹤0.01% | 2908 |
|
|
2024
Q3 | $981K | Hold |
21,524
| – | – | ﹤0.01% | 2922 |
|
|
2024
Q2 | $796K | Buy |
21,524
+825
| +4% | +$30.5K | ﹤0.01% | 3012 |
|
|
2024
Q1 | $776K | Hold |
20,699
| – | – | ﹤0.01% | 2867 |
|
|
2023
Q4 | $830K | Buy |
20,699
+16
| +0.1% | +$642 | ﹤0.01% | 2894 |
|
|
2023
Q3 | $621K | Hold |
20,683
| – | – | ﹤0.01% | 2965 |
|
|
2023
Q2 | $610K | Sell |
20,683
-305
| -1% | -$8.99K | ﹤0.01% | 2957 |
|
|
2023
Q1 | $640K | Buy |
20,988
+182
| +0.9% | +$5.55K | ﹤0.01% | 2872 |
|
|
2022
Q4 | $760K | Buy |
20,806
+786
| +4% | +$28.7K | ﹤0.01% | 2873 |
|
|
2022
Q3 | $647K | Buy |
20,020
+25
| +0.1% | +$808 | ﹤0.01% | 2927 |
|
|
2022
Q2 | $624K | Buy |
+19,995
| New | +$624K | ﹤0.01% | 2982 |
|
|
2021
Q2 | – | Sell |
-19,927
| Closed | -$493K | – | 3455 |
|
|
2021
Q1 | $493K | Hold |
19,927
| – | – | ﹤0.01% | 3080 |
|
|
2020
Q4 | $367K | Buy |
19,927
+1,181
| +6% | +$21.8K | ﹤0.01% | 3090 |
|
|
2020
Q3 | $268K | Sell |
18,746
-1,294
| -6% | -$18.5K | ﹤0.01% | 3068 |
|
|
2020
Q2 | $330K | Hold |
20,040
| – | – | ﹤0.01% | 2997 |
|
|
2020
Q1 | $311K | Hold |
20,040
| – | – | ﹤0.01% | 2881 |
|
|
2019
Q4 | $528K | Hold |
20,040
| – | – | ﹤0.01% | 2801 |
|
|
2019
Q3 | $483K | Hold |
20,040
| – | – | ﹤0.01% | 2815 |
|
|
2019
Q2 | $471K | Buy |
20,040
+1,031
| +5% | +$24.2K | ﹤0.01% | 2838 |
|
|
2019
Q1 | $381K | Hold |
19,009
| – | – | ﹤0.01% | 2858 |
|
|
2018
Q4 | $371K | Buy |
19,009
+1,840
| +11% | +$35.9K | ﹤0.01% | 2864 |
|
|
2018
Q3 | $398K | Buy |
17,169
+900
| +6% | +$20.9K | ﹤0.01% | 2912 |
|
|
2018
Q2 | $423K | Buy |
16,269
+1,468
| +10% | +$38.2K | ﹤0.01% | 2850 |
|
|
2018
Q1 | $373K | Sell |
14,801
-2,477
| -14% | -$62.4K | ﹤0.01% | 2809 |
|
|
2017
Q4 | $383K | Buy |
17,278
+5,678
| +49% | +$126K | ﹤0.01% | 2797 |
|
|
2017
Q3 | $264K | Hold |
11,600
| – | – | ﹤0.01% | 2923 |
|
|
2017
Q2 | $268K | Hold |
11,600
| – | – | ﹤0.01% | 2912 |
|
|
2017
Q1 | $302K | Hold |
11,600
| – | – | ﹤0.01% | 2819 |
|
|
2016
Q4 | $276K | Hold |
11,600
| – | – | ﹤0.01% | 2872 |
|
|
2016
Q3 | $273K | Hold |
11,600
| – | – | ﹤0.01% | 2815 |
|
|
2016
Q2 | $273K | Hold |
11,600
| – | – | ﹤0.01% | 2816 |
|
|
2016
Q1 | $266K | Hold |
11,600
| – | – | ﹤0.01% | 2809 |
|
|
2015
Q4 | $291K | Hold |
11,600
| – | – | ﹤0.01% | 2874 |
|
|
2015
Q3 | $273K | Sell |
11,600
-15,510
| -57% | -$365K | ﹤0.01% | 2865 |
|
|
2015
Q2 | $636K | Hold |
27,110
| – | – | ﹤0.01% | 2587 |
|
|
2015
Q1 | $587K | Hold |
27,110
| – | – | ﹤0.01% | 2576 |
|
|
2014
Q4 | $650K | Buy |
27,110
+3,456
| +15% | +$82.9K | ﹤0.01% | 2529 |
|
|
2014
Q3 | $520K | Buy |
23,654
+2,674
| +13% | +$58.8K | ﹤0.01% | 2574 |
|
|
2014
Q2 | $494K | Buy |
+20,980
| New | +$494K | ﹤0.01% | 2630 |
|