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