Charles Schwab’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.6M | Buy |
437,070
+1,542
| +0.4% | +$86.9K | ﹤0.01% | 1648 |
|
|
2025
Q4 | $23.5M | Sell |
435,528
-15,862
| -4% | -$871K | ﹤0.01% | 1647 |
|
|
2025
Q3 | $26.2M | Sell |
451,390
-47,699
| -10% | -$2.77M | ﹤0.01% | 1575 |
|
|
2025
Q2 | $27.5M | Buy |
499,089
+10,543
| +2% | +$550K | ﹤0.01% | 1486 |
|
|
2025
Q1 | $26.3M | Buy |
488,546
+51,878
| +12% | +$2.99M | ﹤0.01% | 1476 |
|
|
2024
Q4 | $24.6M | Buy |
436,668
+14,794
| +4% | +$828K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $21.6M | Buy |
421,874
+3,586
| +0.9% | +$176K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $17.1M | Buy |
418,288
+22,237
| +6% | +$864K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $16.1M | Sell |
396,051
-14,447
| -4% | -$592K | ﹤0.01% | 1733 |
|
|
2023
Q4 | $18.3M | Sell |
410,498
-915
| -0.2% | -$35.8K | ﹤0.01% | 1644 |
|
|
2023
Q3 | $15.4M | Buy |
411,413
+16,069
| +4% | +$641K | ﹤0.01% | 1660 |
|
|
2023
Q2 | $15.5M | Buy |
395,344
+19,992
| +5% | +$827K | ﹤0.01% | 1671 |
|
|
2023
Q1 | $16.7M | Buy |
375,352
+2,306
| +0.6% | +$118K | 0.01% | 1605 |
|
|
2022
Q4 | $18.3M | Buy |
373,046
+33,537
| +10% | +$1.67M | 0.01% | 1505 |
|
|
2022
Q3 | $15M | Buy |
339,509
+23,537
| +7% | +$1.07M | 0.01% | 1590 |
|
|
2022
Q2 | $13.1M | Buy |
315,972
+35,187
| +13% | +$1.57M | ﹤0.01% | 1688 |
|
|
2022
Q1 | $13.3M | Buy |
280,785
+15,895
| +6% | +$780K | ﹤0.01% | 1794 |
|
|
2021
Q4 | $12.5M | Buy |
264,890
+3,854
| +1% | +$184K | ﹤0.01% | 1886 |
|
|
2021
Q3 | $11.8M | Buy |
261,036
+50,502
| +24% | +$2.26M | ﹤0.01% | 1910 |
|
|
2021
Q2 | $9.77M | Buy |
210,534
+12,915
| +7% | +$632K | ﹤0.01% | 2018 |
|
|
2021
Q1 | $9.77M | Buy |
197,619
+7,316
| +4% | +$308K | ﹤0.01% | 1976 |
|
|
2020
Q4 | $6.65M | Buy |
190,303
+21,958
| +13% | +$718K | ﹤0.01% | 2082 |
|
|
2020
Q3 | $4.59M | Sell |
168,345
-1,340
| -0.8% | -$39.6K | ﹤0.01% | 2101 |
|
|
2020
Q2 | $5.28M | Buy |
169,685
+8,185
| +5% | +$238K | ﹤0.01% | 2004 |
|
|
2020
Q1 | $4.51M | Buy |
161,500
+2,385
| +1% | +$95.9K | ﹤0.01% | 1887 |
|
|
2019
Q4 | $7.67M | Buy |
159,115
+1,319
| +0.8% | +$58.6K | ﹤0.01% | 1799 |
|
|
2019
Q3 | $6.43M | Buy |
157,796
+23,654
| +18% | +$953K | ﹤0.01% | 1841 |
|
|
2019
Q2 | $5.58M | Buy |
134,142
+7,200
| +6% | +$301K | ﹤0.01% | 1916 |
|
|
2019
Q1 | $5.18M | Sell |
126,942
-906
| -0.7% | -$39K | ﹤0.01% | 1967 |
|
|
2018
Q4 | $4.81M | Sell |
127,848
-544
| -0.4% | -$24.2K | ﹤0.01% | 1922 |
|
|
2018
Q3 | $6.81M | Buy |
128,392
+8,145
| +7% | +$453K | ﹤0.01% | 1870 |
|
|
2018
Q2 | $6.49M | Buy |
120,247
+6,516
| +6% | +$341K | ﹤0.01% | 1863 |
|
|
2018
Q1 | $5.33M | Buy |
113,731
+550
| +0.5% | +$26.3K | ﹤0.01% | 1905 |
|
|
2017
Q4 | $5.11M | Buy |
113,181
+3,608
| +3% | +$158K | ﹤0.01% | 1906 |
|
|
2017
Q3 | $4.64M | Buy |
109,573
+5,727
| +6% | +$227K | ﹤0.01% | 1915 |
|
|
2017
Q2 | $4.24M | Buy |
103,846
+7,682
| +8% | +$320K | ﹤0.01% | 1906 |
|
|
2017
Q1 | $4.08M | Buy |
96,164
+5,106
| +6% | +$217K | ﹤0.01% | 1875 |
|
|
2016
Q4 | $3.92M | Buy |
91,058
+12,136
| +15% | +$444K | ﹤0.01% | 1870 |
|
|
2016
Q3 | $2.47M | Sell |
78,922
-1,371
| -2% | -$40.6K | ﹤0.01% | 2038 |
|
|
2016
Q2 | $2.24M | Buy |
80,293
+1,578
| +2% | +$43K | ﹤0.01% | 2018 |
|
|
2016
Q1 | $2.13M | Buy |
78,715
+6,147
| +8% | +$168K | ﹤0.01% | 2024 |
|
|
2015
Q4 | $2.06M | Buy |
72,568
+23,114
| +47% | +$650K | ﹤0.01% | 2064 |
|
|
2015
Q3 | $1.25M | Buy |
49,454
+3,229
| +7% | +$77.3K | ﹤0.01% | 2305 |
|
|
2015
Q2 | $1.05M | Buy |
46,225
+1,394
| +3% | +$29.9K | ﹤0.01% | 2394 |
|
|
2015
Q1 | $927K | Buy |
44,831
+1,972
| +5% | +$39.4K | ﹤0.01% | 2397 |
|
|
2014
Q4 | $846K | Buy |
42,859
+1,037
| +2% | +$19.2K | ﹤0.01% | 2424 |
|
|
2014
Q3 | $700K | Buy |
41,822
+867
| +2% | +$15.2K | ﹤0.01% | 2467 |
|
|
2014
Q2 | $740K | Sell |
40,955
-272
| -0.7% | -$4.98K | ﹤0.01% | 2468 |
|
|
2014
Q1 | $828K | Buy |
41,227
+1,020
| +3% | +$19.5K | ﹤0.01% | 2379 |
|
|
2013
Q4 | $822K | Buy |
40,207
+4,924
| +14% | +$91.2K | ﹤0.01% | 2361 |
|
|
2013
Q3 | $607K | Buy |
35,283
+4,280
| +14% | +$74.3K | ﹤0.01% | 2469 |
|
|
2013
Q2 | $509K | Buy |
+31,003
| New | +$461K | ﹤0.01% | 2522 |
|
Other funds holding EFSC
VCM
NAMI
