Charles Schwab’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $996K | Hold |
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|
2024
Q3 | $981K | Hold |
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|
2024
Q2 | $796K | Buy |
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|
2024
Q1 | $776K | Hold |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $640K | Buy |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $311K | Hold |
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|
2019
Q4 | $528K | Hold |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $471K | Buy |
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|
2019
Q1 | $381K | Hold |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $423K | Buy |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $383K | Buy |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $268K | Hold |
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|
2017
Q1 | $302K | Hold |
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|
2016
Q4 | $276K | Hold |
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|
2016
Q3 | $273K | Hold |
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|
2016
Q2 | $273K | Hold |
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|
2016
Q1 | $266K | Hold |
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|
2015
Q4 | $291K | Hold |
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|
2015
Q3 | $273K | Sell |
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|
2015
Q2 | $636K | Hold |
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|
2015
Q1 | $587K | Hold |
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|
2014
Q4 | $650K | Buy |
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|
2014
Q3 | $520K | Buy |
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|
2014
Q2 | $494K | Buy |
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