Charles Schwab
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Charles Schwab’s Orange County Bancorp OBT Stock Holding History

Charles Schwab’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$705K Sell
2025
Q1 		$651K Hold
2024
Q4 		$774K Hold
2024
Q3 		$840K Hold
2024
Q2 		$736K Buy
2024
Q1 		$614K Hold
2023
Q4 		$804K Hold
2023
Q3 		$576K Hold
2023
Q2 		$494K Buy