LCNB Corp’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 | $694K | Buy |
7,609
+800
| +12% | +$73K | 0.24% | 89 |
|
2025
Q1 | $533K | Buy |
6,809
+100
| +1% | +$7.83K | 0.2% | 108 |
|
2024
Q4 | $497K | Sell |
6,709
-173
| -3% | -$12.8K | 0.18% | 107 |
|
2024
Q3 | $446K | Hold |
6,882
| – | – | 0.16% | 120 |
|
2024
Q2 | $507K | Sell |
6,882
-62
| -0.9% | -$4.57K | 0.19% | 104 |
|
2024
Q1 | $502K | Buy |
+6,944
| New | +$502K | 0.18% | 108 |
|