Peoples Bank (Kansas)’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 | $439K | Sell |
4,808
-12
| -0.2% | -$1.1K | 0.29% | 84 |
|
2025
Q1 | $377K | Sell |
4,820
-10
| -0.2% | -$783 | 0.26% | 88 |
|
2024
Q4 | $357K | Sell |
4,830
-100
| -2% | -$7.4K | 0.25% | 89 |
|
2024
Q3 | $320K | Sell |
4,930
-305
| -6% | -$19.8K | 0.21% | 98 |
|
2024
Q2 | $386K | Hold |
5,235
| – | – | 0.3% | 71 |
|
2024
Q1 | $379K | Sell |
5,235
-200
| -4% | -$14.5K | 0.3% | 75 |
|
2023
Q4 | $374K | Sell |
5,435
-810
| -13% | -$55.7K | 0.3% | 75 |
|
2023
Q3 | $343K | Buy |
+6,245
| New | +$343K | 0.29% | 76 |
|