First Business Financial Services’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 | $359K | Hold |
3,931
| – | – | 0.03% | 146 |
|
|
2025
Q1 | $308K | Hold |
3,931
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $291K | Hold |
3,931
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $255K | Sell |
3,931
-1,045
| -21% | -$67.7K | 0.03% | 144 |
|
|
2024
Q2 | $367K | Buy |
4,976
+935
| +23% | +$68.9K | 0.04% | 122 |
|
|
2024
Q1 | $292K | Hold |
4,041
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $278K | Sell |
4,041
-110
| -3% | -$7.57K | 0.03% | 137 |
|
|
2023
Q3 | $228K | Buy |
4,151
+157
| +4% | +$8.62K | 0.03% | 154 |
|
|
2023
Q2 | $226K | Hold |
3,994
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $209K | Buy |
3,994
+179
| +5% | +$9.38K | 0.03% | 160 |
|
|
2022
Q4 | $318K | Sell |
3,815
-8,253
| -68% | -$688K | 0.04% | 129 |
|
|
2022
Q3 | $238K | Buy |
12,068
+8,753
| +264% | +$173K | 0.03% | 141 |
|
|
2022
Q2 | $209K | Buy |
3,315
+492
| +17% | +$31K | 0.03% | 151 |
|
|
2022
Q1 | $238K | Buy |
+2,823
| New | +$238K | 0.03% | 148 |
|