Northwest Bank & Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $708K | Sell |
8,556
-60
| -0.7% | -$4.97K | 0.52% | 51 |
|
|
2024
Q3 | $558K | Buy |
8,616
+110
| +1% | +$7.13K | 0.42% | 58 |
|
|
2024
Q2 | $627K | Buy |
8,506
+17
| +0.2% | +$1.25K | 0.52% | 54 |
|
|
2024
Q1 | $628K | Sell |
8,489
-166
| -2% | -$12.3K | 0.58% | 54 |
|
|
2023
Q4 | $595K | Buy |
+8,655
| New | +$595K | 0.54% | 58 |
|
|
2023
Q2 | $485K | Buy |
+8,557
| New | +$485K | 0.47% | 60 |
|