Montecito Bank & Trust’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
Q3 | $1.55M | Buy |
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|
2025
Q1 | $1.31M | Hold |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $977K | Buy |
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|
2023
Q2 | $934K | Sell |
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|
2023
Q1 | $866K | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $2.98M | Buy |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $702K | Sell |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $932K | Buy |
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|
2018
Q1 | $911K | Buy |
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|
2017
Q4 | $359K | Buy |
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|
2017
Q3 | $272K | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $514K | Buy |
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|
2016
Q4 | $227K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $227K | Buy |
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