First Merchants Corp’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 | $11.3M | Sell |
123,423
-2,493
| -2% | -$227K | 0.44% | 64 |
|
|
2025
Q1 | $9.86M | Buy |
125,916
+661
| +0.5% | +$51.7K | 0.39% | 71 |
|
|
2024
Q4 | $9.27M | Sell |
125,255
-3,364
| -3% | -$249K | 0.36% | 74 |
|
|
2024
Q3 | $8.34M | Sell |
128,619
-695
| -0.5% | -$45K | 0.32% | 78 |
|
|
2024
Q2 | $9.53M | Sell |
129,314
-5,909
| -4% | -$435K | 0.38% | 71 |
|
|
2024
Q1 | $9.78M | Sell |
135,223
-1,229
| -0.9% | -$88.9K | 0.74% | 43 |
|
|
2023
Q4 | $9.39M | Buy |
136,452
+5,358
| +4% | +$369K | 0.77% | 44 |
|
|
2023
Q3 | $7.2M | Sell |
131,094
-819
| -0.6% | -$45K | 0.64% | 54 |
|
|
2023
Q2 | $7.48M | Buy |
131,913
+2,081
| +2% | +$118K | 0.63% | 51 |
|
|
2023
Q1 | $6.8M | Buy |
129,832
+16,110
| +14% | +$844K | 0.61% | 58 |
|
|
2022
Q4 | $9.47M | Buy |
113,722
+8,103
| +8% | +$675K | 0.87% | 37 |
|
|
2022
Q3 | $7.59M | Buy |
105,619
+4,263
| +4% | +$306K | 0.76% | 40 |
|
|
2022
Q2 | $6.4M | Buy |
101,356
+3,847
| +4% | +$243K | 0.63% | 50 |
|
|
2022
Q1 | $8.22M | Sell |
97,509
-1,969
| -2% | -$166K | 0.67% | 46 |
|
|
2021
Q4 | $8.37M | Buy |
99,478
+1,823
| +2% | +$153K | 0.65% | 46 |
|
|
2021
Q3 | $7.11M | Buy |
97,655
+2,090
| +2% | +$152K | 0.45% | 55 |
|
|
2021
Q2 | $6.96M | Sell |
95,565
-4,005
| -4% | -$292K | 0.45% | 55 |
|
|
2021
Q1 | $6.49M | Buy |
99,570
+8,974
| +10% | +$585K | 0.43% | 58 |
|
|
2020
Q4 | $4.81M | Buy |
90,596
+6,319
| +7% | +$335K | 0.33% | 76 |
|
|
2020
Q3 | $3.05M | Buy |
84,277
+27,657
| +49% | +$1M | 0.23% | 99 |
|
|
2020
Q2 | $1.91M | Buy |
56,620
+34,822
| +160% | +$1.17M | 0.16% | 126 |
|
|
2020
Q1 | $733K | Buy |
+21,798
| New | +$733K | 0.09% | 165 |
|