Charles Schwab’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.5M | Buy |
853,145
+5,386
| +0.6% | +$249K | 0.01% | 1250 |
|
2025
Q1 | $38.9M | Sell |
847,759
-24,175
| -3% | -$1.11M | 0.01% | 1237 |
|
2024
Q4 | $73.9M | Sell |
871,934
-23,899
| -3% | -$2.02M | 0.01% | 834 |
|
2024
Q3 | $47.3M | Buy |
895,833
+279,256
| +45% | +$14.7M | 0.01% | 1159 |
|
2024
Q2 | $32.4M | Buy |
616,577
+18,771
| +3% | +$988K | 0.01% | 1358 |
|
2024
Q1 | $41.1M | Buy |
597,806
+2,145
| +0.4% | +$147K | 0.01% | 1159 |
|
2023
Q4 | $48.6M | Buy |
595,661
+16,467
| +3% | +$1.34M | 0.01% | 998 |
|
2023
Q3 | $62.9M | Buy |
579,194
+9,080
| +2% | +$986K | 0.02% | 745 |
|
2023
Q2 | $66.6M | Buy |
570,114
+3,810
| +0.7% | +$445K | 0.02% | 699 |
|
2023
Q1 | $45.9M | Buy |
566,304
+3,508
| +0.6% | +$285K | 0.01% | 901 |
|
2022
Q4 | $61.3M | Buy |
562,796
+33,339
| +6% | +$3.63M | 0.02% | 687 |
|
2022
Q3 | $70.1M | Buy |
529,457
+11,589
| +2% | +$1.53M | 0.03% | 584 |
|
2022
Q2 | $56.9M | Buy |
517,868
+10,908
| +2% | +$1.2M | 0.02% | 677 |
|
2022
Q1 | $115M | Buy |
506,960
+16,385
| +3% | +$3.72M | 0.03% | 462 |
|
2021
Q4 | $122M | Buy |
490,575
+27,994
| +6% | +$6.97M | 0.04% | 450 |
|
2021
Q3 | $123M | Buy |
462,581
+144,548
| +45% | +$38.6M | 0.04% | 408 |
|
2021
Q2 | $58.3M | Buy |
318,033
+10,022
| +3% | +$1.84M | 0.02% | 756 |
|
2021
Q1 | $44.8M | Buy |
308,011
+35,325
| +13% | +$5.14M | 0.02% | 911 |
|
2020
Q4 | $37.2M | Buy |
272,686
+5,032
| +2% | +$687K | 0.01% | 971 |
|
2020
Q3 | $26.8M | Buy |
267,654
+172,641
| +182% | +$17.3M | 0.01% | 1014 |
|
2020
Q2 | $8.57M | Buy |
+95,013
| New | +$8.57M | ﹤0.01% | 1740 |
|