First 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
Q4 | $977K | Buy |
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|
2025
Q3 | $261K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $155K | Sell |
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|
2019
Q3 | $146K | Sell |
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|
2019
Q2 | $142K | Buy |
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|
2019
Q1 | $135K | Sell |
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|
2018
Q4 | $152K | Buy |
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|
2018
Q3 | $162K | Hold |
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|
2018
Q2 | $163K | Buy |
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|
2018
Q1 | $131K | Buy |
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|
2017
Q4 | $124K | Sell |
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|
2017
Q3 | $121K | Sell |
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|
2017
Q2 | $131K | Sell |
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|
2017
Q1 | $128K | Buy |
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|
2016
Q4 | $119K | Buy |
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