First American 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 | $4.85M | Buy |
53,139
+297
| +0.6% | +$27.1K | 0.33% | 66 |
|
|
2025
Q1 | $4.14M | Buy |
52,842
+104
| +0.2% | +$8.14K | 0.31% | 70 |
|
|
2024
Q4 | $3.9M | Buy |
52,738
+1,341
| +3% | +$99.2K | 0.28% | 71 |
|
|
2024
Q3 | $3.33M | Sell |
51,397
-8,873
| -15% | -$575K | 0.24% | 80 |
|
|
2024
Q2 | $4.44M | Buy |
60,270
+86
| +0.1% | +$6.34K | 0.33% | 65 |
|
|
2024
Q1 | $4.35M | Buy |
60,184
+6,127
| +11% | +$443K | 0.33% | 69 |
|
|
2023
Q4 | $3.72M | Buy |
54,057
+4,580
| +9% | +$315K | 0.31% | 74 |
|
|
2023
Q3 | $2.72M | Sell |
49,477
-1,597
| -3% | -$87.7K | 0.25% | 83 |
|
|
2023
Q2 | $2.89M | Sell |
51,074
-3,752
| -7% | -$213K | 0.25% | 84 |
|
|
2023
Q1 | $2.87M | Sell |
54,826
-13,521
| -20% | -$708K | 0.26% | 81 |
|
|
2022
Q4 | $5.69M | Buy |
68,347
+1,361
| +2% | +$113K | 0.55% | 51 |
|
|
2022
Q3 | $4.81M | Buy |
66,986
+4,419
| +7% | +$318K | 0.5% | 53 |
|
|
2022
Q2 | $3.95M | Buy |
62,567
+5,907
| +10% | +$373K | 0.4% | 65 |
|
|
2022
Q1 | $4.78M | Buy |
56,660
+9,548
| +20% | +$805K | 0.4% | 62 |
|
|
2021
Q4 | $3.96M | Buy |
47,112
+1,909
| +4% | +$161K | 0.21% | 99 |
|
|
2021
Q3 | $3.29M | Buy |
45,203
+13,467
| +42% | +$981K | 0.19% | 109 |
|
|
2021
Q2 | $2.31M | Buy |
+31,736
| New | +$2.31M | 0.13% | 135 |
|