MidWestOne Financial Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
2025
Q1
$917K Sell
2024
Q4
$1.4M Sell
2024
Q3
$1.48M Sell
2024
Q2
$1.83M Sell
2024
Q1
$2.2M Buy
2023
Q4
$1.92M Buy
2023
Q3
$1.52M Buy
2023
Q2
$1.32M Buy
2023
Q1
$1.03M Buy