Hills Bank & Trust’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 | $1.91M | Buy |
20,966
+709
| +4% | +$64.7K | 0.12% | 102 |
|
|
2025
Q1 | $1.59M | Buy |
20,257
+595
| +3% | +$46.6K | 0.11% | 112 |
|
|
2024
Q4 | $1.46M | Buy |
19,662
+1,308
| +7% | +$96.8K | 0.11% | 114 |
|
|
2024
Q3 | $1.19M | Sell |
18,354
-135
| -0.7% | -$8.75K | 0.09% | 129 |
|
|
2024
Q2 | $1.36M | Buy |
18,489
+1,153
| +7% | +$85K | 0.11% | 116 |
|
|
2024
Q1 | $1.25M | Buy |
17,336
+523
| +3% | +$37.8K | 0.11% | 119 |
|
|
2023
Q4 | $1.16M | Buy |
16,813
+1,046
| +7% | +$72K | 0.11% | 117 |
|
|
2023
Q3 | $866K | Buy |
15,767
+1,301
| +9% | +$71.4K | 0.1% | 119 |
|
|
2023
Q2 | $820K | Buy |
14,466
+6,338
| +78% | +$359K | 0.11% | 113 |
|
|
2023
Q1 | $426K | Buy |
8,128
+6,373
| +363% | +$334K | 0.06% | 149 |
|
|
2022
Q4 | $146K | Buy |
1,755
+73
| +4% | +$6.07K | 0.02% | 227 |
|
|
2022
Q3 | $120K | Hold |
1,682
| – | – | 0.02% | 230 |
|
|
2022
Q2 | $106K | Sell |
1,682
-100
| -6% | -$6.3K | 0.02% | 241 |
|
|
2022
Q1 | $150K | Sell |
1,782
-73
| -4% | -$6.15K | 0.02% | 225 |
|
|
2021
Q4 | $156K | Hold |
1,855
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $136K | Buy |
1,855
+1
| +0.1% | +$73 | 0.02% | 228 |
|
|
2021
Q2 | $135K | Hold |
1,854
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $121K | Sell |
1,854
-85
| -4% | -$5.55K | 0.02% | 234 |
|
|
2020
Q4 | $102K | Buy |
+1,939
| New | +$102K | 0.02% | 235 |
|
|
2020
Q3 | – | Sell |
-4,260
| Closed | -$143K | – | 231 |
|
|
2020
Q2 | $143K | Sell |
4,260
-1,849
| -30% | -$62.1K | 0.03% | 201 |
|
|
2020
Q1 | $205K | Sell |
6,109
-328
| -5% | -$11K | 0.06% | 143 |
|
|
2019
Q4 | $306K | Sell |
6,437
-200
| -3% | -$9.51K | 0.07% | 129 |
|
|
2019
Q3 | $278K | Sell |
6,637
-24,401
| -79% | -$1.02M | 0.07% | 133 |
|
|
2019
Q2 | $1.25M | Sell |
31,038
-7,368
| -19% | -$296K | 0.32% | 69 |
|
|
2019
Q1 | $1.64M | Buy |
38,406
+1,694
| +5% | +$72.4K | 0.44% | 53 |
|
|
2018
Q4 | $1.53M | Buy |
36,712
+1,244
| +4% | +$51.7K | 0.47% | 49 |
|
|
2018
Q3 | $1.74M | Buy |
35,468
+1,348
| +4% | +$66.2K | 0.47% | 50 |
|
|
2018
Q2 | $1.74M | Buy |
34,120
+1,556
| +5% | +$79.5K | 0.5% | 45 |
|
|
2018
Q1 | $1.7M | Buy |
32,564
+96
| +0.3% | +$5.01K | 0.51% | 46 |
|
|
2017
Q4 | $1.67M | Sell |
32,468
-144
| -0.4% | -$7.4K | 0.49% | 49 |
|
|
2017
Q3 | $1.43M | Buy |
32,612
+630
| +2% | +$27.6K | 0.45% | 51 |
|
|
2017
Q2 | $1.37M | Buy |
31,982
+1,278
| +4% | +$54.9K | 0.44% | 51 |
|
|
2017
Q1 | $1.25M | Buy |
30,704
+253
| +0.8% | +$10.3K | 0.43% | 53 |
|
|
2016
Q4 | $1.2M | Sell |
30,451
-400
| -1% | -$15.8K | 0.42% | 56 |
|
|
2016
Q3 | $974K | Buy |
30,851
+19,155
| +164% | +$605K | 0.35% | 65 |
|
|
2016
Q2 | $296K | Buy |
11,696
+1,835
| +19% | +$46.4K | 0.11% | 106 |
|
|
2016
Q1 | $277K | Buy |
+9,861
| New | +$277K | 0.1% | 107 |
|