Charles Schwab

Charles Schwab’s Southern States Bancshares SSBK Stock Holding History

Charles Schwab’s Portfolio SSBK Stock Details SSBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$889K	Buy
2025 Q1	$841K	Buy
2024 Q4	$754K	Hold
2024 Q3	$695K	Hold
2024 Q2	$614K	Buy
2024 Q1	$520K	Hold
2023 Q4	$588K	Hold
2023 Q3	$453K	Hold
2023 Q2	$423K	Buy