First Business Financial Services’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
Q3 | $375K | Hold |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $238K | Buy |
|