First Interstate Bank’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 | $337K | Hold |
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|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.4M | Sell |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $3.57M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $7K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $14K | Sell |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $22K | Sell |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $22K | Sell |
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|
2015
Q4 | $30K | Sell |
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|
2015
Q3 | $246K | Buy |
|