Morton Community Bank’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 | $290K | Sell |
3,178
-555
| -15% | -$50.6K | 0.07% | 106 |
|
|
2025
Q1 | $292K | Sell |
3,733
-2,690
| -42% | -$211K | 0.08% | 103 |
|
|
2024
Q4 | $475K | Sell |
6,423
-2,209
| -26% | -$163K | 0.13% | 102 |
|
|
2024
Q3 | $559K | Sell |
8,632
-2,235
| -21% | -$145K | 0.15% | 97 |
|
|
2024
Q2 | $801K | Sell |
10,867
-33,083
| -75% | -$2.44M | 0.23% | 94 |
|
|
2024
Q1 | $3.18M | Buy |
43,950
+885
| +2% | +$64K | 0.91% | 45 |
|
|
2023
Q4 | $2.96M | Buy |
+43,065
| New | +$2.96M | 0.97% | 38 |
|