Heartland Bank & Trust’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 | $544K | Sell |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $621K | Sell |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $848K | Sell |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $970K | Sell |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $514K | Buy |
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