First Citizens 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
Q3 | $1.64M | Sell |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $721K | Buy |
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|
2018
Q1 | $730K | Buy |
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|
2017
Q4 | $683K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $839K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.19M | Buy |
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|
2013
Q2 | $2.1M | Buy |
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