Country Club Bank’s Charles Schwab SCHW Stock Holding History

Country Club Bank’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 Q3	$8.6M	Sell
2025 Q2	$9.52M	Sell
2025 Q1	$8.28M	Sell
2024 Q4	$9.38M	Sell
2024 Q3	$8.39M	Sell
2024 Q2	$9.9M	Sell
2024 Q1	$9.91M	Buy
2023 Q4	$9.48M	Buy
2023 Q3	$6.95M	Buy