City State Bank’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $162K | Hold |
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|
2025
Q2 | $155K | Hold |
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|
2025
Q1 | $133K | Hold |
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|
2024
Q4 | $125K | Sell |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $126K | Sell |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $28K | Sell |
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|
2022
Q4 | $47K | Hold |
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|
2022
Q3 | $40K | Buy |
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