First National Bank of Omaha’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $665K | Sell |
8,990
-4,611
| -34% | -$341K | 0.04% | 237 |
|
|
2024
Q3 | $881K | Hold |
13,601
| – | – | 0.06% | 224 |
|
|
2024
Q2 | $1M | Buy |
13,601
+8,051
| +145% | +$593K | 0.07% | 216 |
|
|
2024
Q1 | $434K | Sell |
5,550
-25,036
| -82% | -$1.96M | 0.03% | 264 |
|
|
2023
Q4 | $2.1M | Sell |
30,586
-3,006
| -9% | -$207K | 0.13% | 183 |
|
|
2023
Q3 | $1.84M | Sell |
33,592
-45,282
| -57% | -$2.49M | 0.12% | 186 |
|
|
2023
Q2 | $4.47M | Buy |
+78,874
| New | +$4.47M | 0.26% | 124 |
|