First Western Trust 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
Q2 | $721K | Sell |
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|
2025
Q1 | $629K | Sell |
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|
2024
Q4 | $670K | Buy |
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|
2024
Q3 | $582K | Sell |
|
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|
2024
Q2 | $728K | Sell |
|
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|
2024
Q1 | $5.93M | Sell |
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|
2023
Q4 | $5.92M | Sell |
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|
2023
Q3 | $4.84M | Sell |
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|
2023
Q2 | $5.29M | Sell |
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|
2023
Q1 | $5.48M | Buy |
|
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|
2022
Q4 | $8.36M | Buy |
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|
2022
Q3 | $6.88M | Sell |
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|
2022
Q2 | $7.87M | Sell |
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|
2022
Q1 | $11.8M | Buy |
|