Charles Schwab’s USCB Financial Holdings USCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
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|
2025
Q1 | $592K | Buy |
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|
2024
Q4 | $538K | Hold |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $274K | Buy |
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