Charles Schwab’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.4M | Buy |
579,647
+86,737
| +18% | +$3.87M | ﹤0.01% | 1678 |
|
|
2025
Q4 | $23.7M | Buy |
492,910
+20,789
| +4% | +$958K | ﹤0.01% | 1643 |
|
|
2025
Q3 | $22.4M | Sell |
472,121
-90,824
| -16% | -$4.63M | ﹤0.01% | 1669 |
|
|
2025
Q2 | $28.1M | Buy |
562,945
+18,923
| +3% | +$1.03M | ﹤0.01% | 1473 |
|
|
2025
Q1 | $34.3M | Buy |
544,022
+1,478
| +0.3% | +$114K | 0.01% | 1318 |
|
|
2024
Q4 | $45.2M | Sell |
542,544
-6,686
| -1% | -$610K | 0.01% | 1201 |
|
|
2024
Q3 | $51.2M | Sell |
549,230
-441
| -0.1% | -$40.9K | 0.01% | 1105 |
|
|
2024
Q2 | $48.5M | Sell |
549,671
-6,064
| -1% | -$579K | 0.01% | 1104 |
|
|
2024
Q1 | $58.2M | Buy |
555,735
+6,586
| +1% | +$637K | 0.01% | 927 |
|
|
2023
Q4 | $52.8M | Buy |
549,149
+611
| +0.1% | +$53.4K | 0.01% | 941 |
|
|
2023
Q3 | $44.8M | Sell |
548,538
-7,437
| -1% | -$592K | 0.01% | 950 |
|
|
2023
Q2 | $42M | Sell |
555,975
-529
| -0.1% | -$38K | 0.01% | 971 |
|
|
2023
Q1 | $46M | Sell |
556,504
-145,717
| -21% | -$12.6M | 0.01% | 900 |
|
|
2022
Q4 | $57.2M | Buy |
702,221
+30,042
| +4% | +$2.63M | 0.02% | 718 |
|
|
2022
Q3 | $60.7M | Buy |
672,179
+14,940
| +2% | +$1.45M | 0.02% | 647 |
|
|
2022
Q2 | $59.3M | Buy |
657,239
+9,787
| +2% | +$1M | 0.02% | 663 |
|
|
2022
Q1 | $75.6M | Buy |
647,452
+23,450
| +4% | +$2.66M | 0.02% | 638 |
|
|
2021
Q4 | $77M | Sell |
624,002
-10,713
| -2% | -$1.31M | 0.02% | 657 |
|
|
2021
Q3 | $71.8M | Sell |
634,715
-8,370
| -1% | -$881K | 0.02% | 658 |
|
|
2021
Q2 | $62.3M | Buy |
643,085
+14,237
| +2% | +$1.45M | 0.02% | 720 |
|
|
2021
Q1 | $60M | Buy |
628,848
+1,004
| +0.2% | +$92.7K | 0.02% | 712 |
|
|
2020
Q4 | $52.4M | Sell |
627,844
-19,149
| -3% | -$1.47M | 0.02% | 745 |
|
|
2020
Q3 | $41.1M | Sell |
646,993
-8,744
| -1% | -$602K | 0.02% | 757 |
|
|
2020
Q2 | $43.7M | Buy |
655,737
+18,396
| +3% | +$976K | 0.02% | 672 |
|
|
2020
Q1 | $22.5M | Buy |
637,341
+49,435
| +8% | +$2.8M | 0.01% | 937 |
|
|
2019
Q4 | $41.7M | Buy |
587,906
+15,644
| +3% | +$1.02M | 0.02% | 725 |
|
|
2019
Q3 | $36M | Buy |
572,262
+33,775
| +6% | +$2.09M | 0.02% | 775 |
|
|
2019
Q2 | $32.6M | Buy |
538,487
+2,259
| +0.4% | +$136K | 0.02% | 817 |
|
|
2019
Q1 | $34M | Buy |
536,228
+46,812
| +10% | +$2.93M | 0.02% | 768 |
|
|
2018
Q4 | $26.7M | Sell |
489,416
-4,348
| -0.9% | -$283K | 0.02% | 806 |
|
|
2018
Q3 | $39M | Buy |
493,764
+154,890
| +46% | +$13.4M | 0.03% | 661 |
|
|
2018
Q2 | $26.5M | Sell |
338,874
-9,299
| -3% | -$761K | 0.02% | 879 |
|
|
2018
Q1 | $28.5M | Buy |
348,173
+41,311
| +13% | +$3.09M | 0.02% | 777 |
|
|
2017
Q4 | $19.7M | Buy |
306,862
+7,237
| +2% | +$438K | 0.02% | 992 |
|
|
2017
Q3 | $16.1M | Buy |
299,625
+23,220
| +8% | +$1.16M | 0.01% | 1087 |
|
|
2017
Q2 | $15M | Buy |
276,405
+8,465
| +3% | +$435K | 0.01% | 1069 |
|
|
2017
Q1 | $13M | Buy |
267,940
+23,437
| +10% | +$1.09M | 0.01% | 1123 |
|
|
2016
Q4 | $10.8M | Buy |
244,503
+29,595
| +14% | +$1.18M | 0.01% | 1195 |
|
|
2016
Q3 | $7.8M | Buy |
214,908
+10,303
| +5% | +$383K | 0.01% | 1346 |
|
|
2016
Q2 | $7.56M | Buy |
204,605
+9,831
| +5% | +$362K | 0.01% | 1266 |
|
|
2016
Q1 | $7.19M | Buy |
194,774
+3,596
| +2% | +$127K | 0.01% | 1271 |
|
|
2015
Q4 | $8.59M | Buy |
191,178
+10,685
| +6% | +$467K | 0.01% | 1121 |
|
|
2015
Q3 | $6.66M | Buy |
180,493
+9,239
| +5% | +$351K | 0.01% | 1282 |
|
|
2015
Q2 | $6.73M | Buy |
171,254
+4,948
| +3% | +$189K | 0.01% | 1347 |
|
|
2015
Q1 | $6.38M | Buy |
166,306
+14,519
| +10% | +$529K | 0.01% | 1335 |
|
|
2014
Q4 | $5.04M | Buy |
151,787
+5,224
| +4% | +$157K | 0.01% | 1442 |
|
|
2014
Q3 | $3.94M | Buy |
146,563
+8,328
| +6% | +$258K | 0.01% | 1570 |
|
|
2014
Q2 | $4.92M | Buy |
138,235
+16,671
| +14% | +$597K | 0.01% | 1408 |
|
|
2014
Q1 | $4.69M | Buy |
121,564
+7,336
| +6% | +$246K | 0.01% | 1381 |
|
|
2013
Q4 | $3.99M | Buy |
114,228
+4,412
| +4% | +$147K | 0.01% | 1441 |
|
|
2013
Q3 | $3.67M | Buy |
109,816
+5,339
| +5% | +$166K | 0.01% | 1423 |
|
|
2013
Q2 | $2.85M | Buy |
+104,477
| New | +$2.63M | 0.01% | 1507 |
|
Other funds holding EFOR
VPM
VCM
RP
Charles Schwab's EFOR Position: Q1 2026 in Review
Charles Schwab increased its Everforth Inc (EFOR) stake by 18% in Q1 2026, buying an estimated $3.87M and bringing the position to 579,647 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1678.
Charles Schwab first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $77M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Charles Schwab held 579,647 shares of Everforth Inc worth $22.4M as of Q1 2026.
- Charles Schwab bought 86,737 Everforth Inc shares in Q1 2026, an estimated $3.87M.
- Everforth Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #1678 holding.
- Charles Schwab first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
- Charles Schwab's Everforth Inc position peaked at $77M in Q4 2021.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.