Charles Schwab’s USCB Financial Holdings USCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
33,859
+1,947
| +6% | +$32.2K | ﹤0.01% | 3096 |
|
|
2025
Q1 | $592K | Buy |
31,912
+1,581
| +5% | +$29.3K | ﹤0.01% | 3021 |
|
|
2024
Q4 | $538K | Hold |
30,331
| – | – | ﹤0.01% | 3122 |
|
|
2024
Q3 | $463K | Sell |
30,331
-1,500
| -5% | -$22.9K | ﹤0.01% | 3181 |
|
|
2024
Q2 | $408K | Buy |
31,831
+2,353
| +8% | +$30.2K | ﹤0.01% | 3279 |
|
|
2024
Q1 | $336K | Hold |
29,478
| – | – | ﹤0.01% | 3151 |
|
|
2023
Q4 | $361K | Hold |
29,478
| – | – | ﹤0.01% | 3181 |
|
|
2023
Q3 | $310K | Hold |
29,478
| – | – | ﹤0.01% | 3205 |
|
|
2023
Q2 | $301K | Buy |
29,478
+73
| +0.2% | +$745 | ﹤0.01% | 3227 |
|
|
2023
Q1 | $291K | Sell |
29,405
-925
| -3% | -$9.15K | ﹤0.01% | 3096 |
|
|
2022
Q4 | $370K | Buy |
30,330
+1,224
| +4% | +$14.9K | ﹤0.01% | 3071 |
|
|
2022
Q3 | $382K | Buy |
29,106
+5,422
| +23% | +$71.2K | ﹤0.01% | 3074 |
|
|
2022
Q2 | $274K | Buy |
+23,684
| New | +$274K | ﹤0.01% | 3198 |
|