Citizens National Bank Trust Department’s Charles Schwab SCHW Stock Holding History

Citizens National Bank Trust Department’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$736K	Sell
2025 Q1	$675K	Buy
2024 Q4	$631K	Sell
2024 Q3	$613K	Sell
2024 Q2	$889K	Sell
2024 Q1	$885K	Buy
2023 Q4	$820K	Hold
2023 Q3	$654K	Hold
2023 Q2	$676K	Buy
2023 Q1	$612K	Buy