United Bank (Georgia)’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 | $1.46M | Buy |
16,053
+1,070
| +7% | +$97.6K | 0.56% | 56 |
|
|
2025
Q1 | $1.17M | Buy |
14,983
+2,377
| +19% | +$186K | 0.48% | 62 |
|
|
2024
Q4 | $933K | Buy |
12,606
+1,254
| +11% | +$92.8K | 0.39% | 67 |
|
|
2024
Q3 | $736K | Buy |
11,352
+1,309
| +13% | +$84.8K | 0.34% | 70 |
|
|
2024
Q2 | $740K | Buy |
10,043
+322
| +3% | +$23.7K | 0.37% | 69 |
|
|
2024
Q1 | $703K | Buy |
9,721
+703
| +8% | +$50.9K | 0.36% | 70 |
|
|
2023
Q4 | $620K | Buy |
9,018
+2,870
| +47% | +$197K | 0.34% | 71 |
|
|
2023
Q3 | $338K | Buy |
6,148
+1,185
| +24% | +$65.1K | 0.2% | 79 |
|
|
2023
Q2 | $281K | Buy |
+4,963
| New | +$281K | 0.16% | 85 |
|
|
2019
Q3 | – | Sell |
-10,994
| Closed | -$442K | – | 80 |
|
|
2019
Q2 | $442K | Sell |
10,994
-4,378
| -28% | -$176K | 0.35% | 65 |
|
|
2019
Q1 | $657K | Buy |
15,372
+1,131
| +8% | +$48.3K | 0.52% | 58 |
|
|
2018
Q4 | $591K | Buy |
14,241
+2,305
| +19% | +$95.7K | 0.55% | 54 |
|
|
2018
Q3 | $587K | Buy |
11,936
+2,046
| +21% | +$101K | 0.46% | 56 |
|
|
2018
Q2 | $505K | Buy |
9,890
+2,044
| +26% | +$104K | 0.43% | 58 |
|
|
2018
Q1 | $410K | Sell |
7,846
-4,150
| -35% | -$217K | 0.37% | 60 |
|
|
2017
Q4 | $616K | Sell |
11,996
-1,153
| -9% | -$59.2K | 0.53% | 56 |
|
|
2017
Q3 | $575K | Buy |
13,149
+4,363
| +50% | +$191K | 0.54% | 58 |
|
|
2017
Q2 | $377K | Buy |
8,786
+3,293
| +60% | +$141K | 0.35% | 63 |
|
|
2017
Q1 | $224K | Buy |
+5,493
| New | +$224K | 0.21% | 70 |
|