Morton Community Bank’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
$290K Sell
2025
Q1
$292K Sell
2024
Q4
$475K Sell
2024
Q3
$559K Sell
2024
Q2
$801K Sell
2024
Q1
$3.18M Buy
2023
Q4
$2.96M Buy