Charles Schwab’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55,854
| Closed | -$270K | – | 3627 |
|
|
2025
Q1 | $270K | Buy |
55,854
+55
| +0.1% | +$260 | ﹤0.01% | 3226 |
|
|
2024
Q4 | $266K | Sell |
55,799
-6,842
| -11% | -$32.4K | ﹤0.01% | 3287 |
|
|
2024
Q3 | $285K | Hold |
62,641
| – | – | ﹤0.01% | 3294 |
|
|
2024
Q2 | $328K | Buy |
62,641
+5,959
| +11% | +$29.4K | ﹤0.01% | 3341 |
|
|
2024
Q1 | $292K | Sell |
56,682
-5,810
| -9% | -$30.2K | ﹤0.01% | 3179 |
|
|
2023
Q4 | $361K | Hold |
62,492
| – | – | ﹤0.01% | 3183 |
|
|
2023
Q3 | $365K | Buy |
62,492
+4,571
| +8% | +$26.8K | ﹤0.01% | 3167 |
|
|
2023
Q2 | $317K | Buy |
57,921
+8,872
| +18% | +$46.6K | ﹤0.01% | 3214 |
|
|
2023
Q1 | $278K | Buy |
49,049
+5,995
| +14% | +$35.9K | ﹤0.01% | 3102 |
|
|
2022
Q4 | $262K | Buy |
43,054
+1,660
| +4% | +$10.4K | ﹤0.01% | 3143 |
|
|
2022
Q3 | $250K | Sell |
41,394
-8,272
| -17% | -$49.1K | ﹤0.01% | 3135 |
|
|
2022
Q2 | $284K | Buy |
49,666
+37,651
| +313% | +$246K | ﹤0.01% | 3195 |
|
|
2022
Q1 | $86K | Buy |
+12,015
| New | +$75.1K | ﹤0.01% | 3441 |
|
|
2021
Q3 | – | Sell |
-63,999
| Closed | -$292K | – | 3553 |
|
|
2021
Q2 | $292K | Sell |
63,999
-31,378
| -33% | -$152K | ﹤0.01% | 3246 |
|
|
2021
Q1 | $540K | Buy |
95,377
+2,848
| +3% | +$14.8K | ﹤0.01% | 3053 |
|
|
2020
Q4 | $421K | Sell |
92,529
-10,471
| -10% | -$40.6K | ﹤0.01% | 3045 |
|
|
2020
Q3 | $311K | Buy |
103,000
+4,088
| +4% | +$13.1K | ﹤0.01% | 3017 |
|
|
2020
Q2 | $355K | Sell |
98,912
-3,736
| -4% | -$12.3K | ﹤0.01% | 2969 |
|
|
2020
Q1 | $442K | Buy |
102,648
+1,363
| +1% | +$8.86K | ﹤0.01% | 2756 |
|
|
2019
Q4 | $821K | Buy |
101,285
+1,037
| +1% | +$9.64K | ﹤0.01% | 2663 |
|
|
2019
Q3 | $979K | Sell |
100,248
-12,104
| -11% | -$118K | ﹤0.01% | 2576 |
|
|
2019
Q2 | $1.12M | Sell |
112,352
-5,531
| -5% | -$54.2K | ﹤0.01% | 2544 |
|
|
2019
Q1 | $1.2M | Sell |
117,883
-5,240
| -4% | -$48.4K | ﹤0.01% | 2505 |
|
|
2018
Q4 | $856K | Buy |
123,123
+10,014
| +9% | +$94K | ﹤0.01% | 2589 |
|
|
2018
Q3 | $1.28M | Buy |
113,109
+43,097
| +62% | +$540K | ﹤0.01% | 2545 |
|
|
2018
Q2 | $936K | Sell |
70,012
-5,011
| -7% | -$67.8K | ﹤0.01% | 2605 |
|
|
2018
Q1 | $1.01M | Buy |
+75,023
| New | +$1.01M | ﹤0.01% | 2510 |
|
Other funds holding SBT
YCM
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Charles Schwab's SBT Position: Q2 2025 in Review
Charles Schwab sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2025, closing a stake of 55,854 shares — an estimated $270K sold.
Charles Schwab first reported a position in SBT in Q1 2018 and held it in 27 quarters. The position peaked at $1.28M in Q3 2018. 8 funds tracked by Wall St. Rank hold SBT as of Q2 2025.
- Charles Schwab reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
- Charles Schwab sold 55,854 Sterling Bancorp, Inc. Common Stock shares in Q2 2025, an estimated $270K.
- Charles Schwab first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2018 and held it in 27 quarters.
- Charles Schwab's Sterling Bancorp, Inc. Common Stock position peaked at $1.28M in Q3 2018.
- 8 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2025.
Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.