HTLF Bank’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$213K	Buy	+2,874	New	+$213K	0.02%	203
2024 Q3	–	Sell	-3,262	Closed	-$240K	–	248
2024 Q2	$240K	Buy	3,262 +191	+6%	+$14.1K	0.03%	206
2024 Q1	$222K	Buy	+3,071	New	+$222K	0.03%	215