United 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
$898K Buy
2025
Q1
$759K Buy
2024
Q4
$709K Sell
2024
Q3
$638K Sell
2024
Q2
$736K Sell
2024
Q1
$779K Sell
2023
Q4
$907K Sell
2023
Q3
$749K Buy
2023
Q2
$612K Buy