Country Club Bank’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Sell |
105,752
-710
| -0.7% | -$63.9K | 0.6% | 42 |
|
|
2025
Q1 | $8.28M | Sell |
106,462
-20,394
| -16% | -$1.59M | 0.56% | 49 |
|
|
2024
Q4 | $9.38M | Sell |
126,856
-3,324
| -3% | -$246K | 0.63% | 43 |
|
|
2024
Q3 | $8.39M | Sell |
130,180
-4,413
| -3% | -$284K | 0.56% | 51 |
|
|
2024
Q2 | $9.9M | Sell |
134,593
-2,356
| -2% | -$173K | 0.69% | 40 |
|
|
2024
Q1 | $9.91M | Buy |
136,949
+651
| +0.5% | +$47.1K | 0.7% | 42 |
|
|
2023
Q4 | $9.48M | Buy |
136,298
+8,829
| +7% | +$614K | 0.72% | 39 |
|
|
2023
Q3 | $6.95M | Buy |
+127,469
| New | +$6.95M | 0.57% | 52 |
|