First Western Trust Bank’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 | $721K | Sell |
7,897
-134
| -2% | -$12.2K | 0.03% | 102 |
|
|
2025
Q1 | $629K | Sell |
8,031
-1,021
| -11% | -$79.9K | 0.03% | 108 |
|
|
2024
Q4 | $670K | Buy |
9,052
+79
| +0.9% | +$5.85K | 0.03% | 108 |
|
|
2024
Q3 | $582K | Sell |
8,973
-907
| -9% | -$58.8K | 0.03% | 114 |
|
|
2024
Q2 | $728K | Sell |
9,880
-72,034
| -88% | -$5.31M | 0.03% | 98 |
|
|
2024
Q1 | $5.93M | Sell |
81,914
-4,152
| -5% | -$300K | 0.27% | 36 |
|
|
2023
Q4 | $5.92M | Sell |
86,066
-2,052
| -2% | -$141K | 0.29% | 36 |
|
|
2023
Q3 | $4.84M | Sell |
88,118
-5,180
| -6% | -$284K | 0.26% | 40 |
|
|
2023
Q2 | $5.29M | Sell |
93,298
-11,292
| -11% | -$640K | 0.26% | 41 |
|
|
2023
Q1 | $5.48M | Buy |
104,590
+4,155
| +4% | +$218K | 0.29% | 38 |
|
|
2022
Q4 | $8.36M | Buy |
100,435
+4,658
| +5% | +$388K | 0.48% | 25 |
|
|
2022
Q3 | $6.88M | Sell |
95,777
-27,927
| -23% | -$2.01M | 0.46% | 22 |
|
|
2022
Q2 | $7.87M | Sell |
123,704
-8,864
| -7% | -$564K | 0.52% | 23 |
|
|
2022
Q1 | $11.8M | Buy |
+132,568
| New | +$11.8M | 0.6% | 12 |
|