Charles Schwab Investment Management Inc First Western Financial Inc Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in First Western Financial Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 24,018 shares of MYFW stock, worth $544,247. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,018
Previous 22,554
6.49%
Holding current value
$544,247
Previous $443,000
22.12%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding MYFW
# of Institutions
84Shares Held
6.29MCall Options Held
0Put Options Held
0-
North Reef Capital Management LP Laguna Beach, CA546KShares$12.4 Million0.56% of portfolio
-
Black Rock Inc. New York, NY510KShares$11.5 Million0.0% of portfolio
-
Banc Funds CO LLC Chicago, IL491KShares$11.1 Million2.27% of portfolio
-
Vanguard Group Inc Valley Forge, PA433KShares$9.82 Million0.0% of portfolio
-
Alliancebernstein L.P. New York, NY357KShares$8.1 Million0.0% of portfolio
About First Western Financial Inc
- Ticker MYFW
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 9,492,010
- Market Cap $215M
- Description
- First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...