Charles Schwab’s First Bank FRBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $970K | Buy |
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|
2025
Q1 | $897K | Buy |
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|
2024
Q4 | $852K | Buy |
|
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|
2024
Q3 | $921K | Buy |
|
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|
2024
Q2 | $745K | Buy |
|
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|
2024
Q1 | $744K | Sell |
|
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|
2023
Q4 | $829K | Buy |
|
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $446K | Buy |
|
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $557K | Hold |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $368K | Hold |
|
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|
2020
Q3 | $244K | Sell |
|
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|
2020
Q2 | $275K | Hold |
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|
2020
Q1 | $293K | Hold |
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|
2019
Q4 | $466K | Hold |
|
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|
2019
Q3 | $457K | Buy |
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|
2019
Q2 | $470K | Buy |
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|
2019
Q1 | $432K | Sell |
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|
2018
Q4 | $510K | Buy |
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|
2018
Q3 | $459K | Buy |
|
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|
2018
Q2 | $431K | Buy |
|