Charles Schwab’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
499,089
+10,543
| +2% | +$581K | ﹤0.01% | 1486 |
|
|
2025
Q1 | $26.3M | Buy |
488,546
+51,878
| +12% | +$2.79M | ﹤0.01% | 1476 |
|
|
2024
Q4 | $24.6M | Buy |
436,668
+14,794
| +4% | +$834K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $21.6M | Buy |
421,874
+3,586
| +0.9% | +$184K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $17.1M | Buy |
418,288
+22,237
| +6% | +$910K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $16.1M | Sell |
396,051
-14,447
| -4% | -$586K | ﹤0.01% | 1732 |
|
|
2023
Q4 | $18.3M | Sell |
410,498
-915
| -0.2% | -$40.9K | ﹤0.01% | 1643 |
|
|
2023
Q3 | $15.4M | Buy |
411,413
+16,069
| +4% | +$603K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $15.5M | Buy |
395,344
+19,992
| +5% | +$782K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $16.7M | Buy |
375,352
+2,306
| +0.6% | +$103K | 0.01% | 1604 |
|
|
2022
Q4 | $18.3M | Buy |
373,046
+33,537
| +10% | +$1.64M | 0.01% | 1504 |
|
|
2022
Q3 | $15M | Buy |
339,509
+23,537
| +7% | +$1.04M | 0.01% | 1589 |
|
|
2022
Q2 | $13.1M | Buy |
315,972
+35,187
| +13% | +$1.46M | ﹤0.01% | 1687 |
|
|
2022
Q1 | $13.3M | Buy |
280,785
+15,895
| +6% | +$752K | ﹤0.01% | 1793 |
|
|
2021
Q4 | $12.5M | Buy |
264,890
+3,854
| +1% | +$181K | ﹤0.01% | 1885 |
|
|
2021
Q3 | $11.8M | Buy |
261,036
+50,502
| +24% | +$2.29M | ﹤0.01% | 1909 |
|
|
2021
Q2 | $9.77M | Buy |
210,534
+12,915
| +7% | +$599K | ﹤0.01% | 2017 |
|
|
2021
Q1 | $9.77M | Buy |
197,619
+7,316
| +4% | +$362K | ﹤0.01% | 1975 |
|
|
2020
Q4 | $6.65M | Buy |
190,303
+21,958
| +13% | +$768K | ﹤0.01% | 2081 |
|
|
2020
Q3 | $4.59M | Sell |
168,345
-1,340
| -0.8% | -$36.5K | ﹤0.01% | 2100 |
|
|
2020
Q2 | $5.28M | Buy |
169,685
+8,185
| +5% | +$255K | ﹤0.01% | 2003 |
|
|
2020
Q1 | $4.51M | Buy |
161,500
+2,385
| +1% | +$66.6K | ﹤0.01% | 1886 |
|
|
2019
Q4 | $7.67M | Buy |
159,115
+1,319
| +0.8% | +$63.6K | ﹤0.01% | 1798 |
|
|
2019
Q3 | $6.43M | Buy |
157,796
+23,654
| +18% | +$964K | ﹤0.01% | 1840 |
|
|
2019
Q2 | $5.58M | Buy |
134,142
+7,200
| +6% | +$300K | ﹤0.01% | 1915 |
|
|
2019
Q1 | $5.18M | Sell |
126,942
-906
| -0.7% | -$36.9K | ﹤0.01% | 1966 |
|
|
2018
Q4 | $4.81M | Sell |
127,848
-544
| -0.4% | -$20.5K | ﹤0.01% | 1921 |
|
|
2018
Q3 | $6.81M | Buy |
128,392
+8,145
| +7% | +$432K | ﹤0.01% | 1869 |
|
|
2018
Q2 | $6.49M | Buy |
120,247
+6,516
| +6% | +$352K | ﹤0.01% | 1862 |
|
|
2018
Q1 | $5.33M | Buy |
113,731
+550
| +0.5% | +$25.8K | ﹤0.01% | 1904 |
|
|
2017
Q4 | $5.11M | Buy |
113,181
+3,608
| +3% | +$163K | ﹤0.01% | 1905 |
|
|
2017
Q3 | $4.64M | Buy |
109,573
+5,727
| +6% | +$243K | ﹤0.01% | 1914 |
|
|
2017
Q2 | $4.24M | Buy |
103,846
+7,682
| +8% | +$313K | ﹤0.01% | 1905 |
|
|
2017
Q1 | $4.08M | Buy |
96,164
+5,106
| +6% | +$217K | ﹤0.01% | 1874 |
|
|
2016
Q4 | $3.92M | Buy |
91,058
+12,136
| +15% | +$522K | ﹤0.01% | 1869 |
|
|
2016
Q3 | $2.47M | Sell |
78,922
-1,371
| -2% | -$42.9K | ﹤0.01% | 2037 |
|
|
2016
Q2 | $2.24M | Buy |
80,293
+1,578
| +2% | +$44K | ﹤0.01% | 2017 |
|
|
2016
Q1 | $2.13M | Buy |
78,715
+6,147
| +8% | +$166K | ﹤0.01% | 2023 |
|
|
2015
Q4 | $2.06M | Buy |
72,568
+23,114
| +47% | +$656K | ﹤0.01% | 2063 |
|
|
2015
Q3 | $1.25M | Buy |
49,454
+3,229
| +7% | +$81.3K | ﹤0.01% | 2304 |
|
|
2015
Q2 | $1.05M | Buy |
46,225
+1,394
| +3% | +$31.8K | ﹤0.01% | 2393 |
|
|
2015
Q1 | $927K | Buy |
44,831
+1,972
| +5% | +$40.8K | ﹤0.01% | 2396 |
|
|
2014
Q4 | $846K | Buy |
42,859
+1,037
| +2% | +$20.5K | ﹤0.01% | 2423 |
|
|
2014
Q3 | $700K | Buy |
41,822
+867
| +2% | +$14.5K | ﹤0.01% | 2466 |
|
|
2014
Q2 | $740K | Sell |
40,955
-272
| -0.7% | -$4.92K | ﹤0.01% | 2467 |
|
|
2014
Q1 | $828K | Buy |
41,227
+1,020
| +3% | +$20.5K | ﹤0.01% | 2378 |
|
|
2013
Q4 | $822K | Buy |
40,207
+4,924
| +14% | +$101K | ﹤0.01% | 2360 |
|
|
2013
Q3 | $607K | Buy |
35,283
+4,280
| +14% | +$73.6K | ﹤0.01% | 2468 |
|
|
2013
Q2 | $509K | Buy |
+31,003
| New | +$509K | ﹤0.01% | 2521 |
|