Enterprise Bank & Trust’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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $908K | Buy |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $673K | Buy |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $548K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $907K | Sell |
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|
2019
Q1 | $983K | Buy |
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