ISB
Iowa State Bank’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
30,415
+150
| +0.5% | +$13.7K | 0.55% | 54 |
|
|
2025
Q1 | $2.37M | Buy |
30,265
+405
| +1% | +$31.7K | 0.5% | 63 |
|
|
2024
Q4 | $2.21M | Buy |
29,860
+1,384
| +5% | +$102K | 0.46% | 68 |
|
|
2024
Q3 | $1.85M | Buy |
28,476
+7,829
| +38% | +$507K | 0.38% | 76 |
|
|
2024
Q2 | $1.52M | Buy |
+20,647
| New | +$1.52M | 0.34% | 79 |
|