United 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 | $898K | Buy |
9,839
+142
| +1% | +$13K | 0.31% | 80 |
|
|
2025
Q1 | $759K | Buy |
9,697
+117
| +1% | +$9.16K | 0.28% | 87 |
|
|
2024
Q4 | $709K | Sell |
9,580
-270
| -3% | -$20K | 0.28% | 89 |
|
|
2024
Q3 | $638K | Sell |
9,850
-140
| -1% | -$9.07K | 0.25% | 94 |
|
|
2024
Q2 | $736K | Sell |
9,990
-780
| -7% | -$57.5K | 0.3% | 86 |
|
|
2024
Q1 | $779K | Sell |
10,770
-2,410
| -18% | -$174K | 0.3% | 76 |
|
|
2023
Q4 | $907K | Sell |
13,180
-460
| -3% | -$31.6K | 0.38% | 71 |
|
|
2023
Q3 | $749K | Buy |
13,640
+2,850
| +26% | +$156K | 0.37% | 66 |
|
|
2023
Q2 | $612K | Buy |
+10,790
| New | +$612K | 0.54% | 39 |
|