Hilltop National 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 | $213K | Buy |
+2,336
| New | +$213K | 0.06% | 221 |
|
|
2024
Q4 | $149K | Sell |
2,007
-42
| -2% | -$3.11K | 0.04% | 233 |
|
|
2024
Q3 | $133K | Sell |
2,049
-48
| -2% | -$3.11K | 0.04% | 267 |
|
|
2024
Q2 | $155K | Buy |
2,097
+242
| +13% | +$17.8K | 0.05% | 230 |
|
|
2024
Q1 | $134K | Buy |
+1,855
| New | +$134K | 0.05% | 255 |
|