Charles Schwab’s Enerflex EFXT Stock Holding History

Charles Schwab’s Portfolio EFXT Stock Details EFXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.74M	Sell	396,595 -33,100	-8%	-$826K	﹤0.01%	2168
2026 Q1	$8.96M	Buy	429,695 +243,302	+131%	+$4.65M	﹤0.01%	2156
2025 Q4	$2.88M	Sell	186,393 -19,071	-9%	-$254K	﹤0.01%	2648
2025 Q3	$2.22M	Sell	205,464 -13,471	-6%	-$125K	﹤0.01%	2725
2025 Q2	$1.73M	Sell	218,935 -59,642	-21%	-$427K	﹤0.01%	2714
2025 Q1	$2.15M	Sell	278,577 -43,743	-14%	-$387K	﹤0.01%	2591
2024 Q4	$3.21M	Sell	322,320 -36,965	-10%	-$296K	﹤0.01%	2530
2024 Q3	$2.14M	Sell	359,285 -40,877	-10%	-$229K	﹤0.01%	2690
2024 Q2	$2.16M	Buy	+400,162	New	+$2.17M	﹤0.01%	2685

Other funds holding EFXT

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab's EFXT Position: Q2 2026 in Review

Charles Schwab reduced its Enerflex (EFXT) stake by 7.7% in Q2 2026, selling an estimated $826K and leaving 396,595 shares worth $9.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Charles Schwab first reported a position in EFXT in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold EFXT as of Q2 2026.

Charles Schwab held 396,595 shares of Enerflex worth $9.74M as of Q2 2026.
Charles Schwab sold 33,100 Enerflex shares in Q2 2026, an estimated $826K.
Enerflex made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2168 holding.
Charles Schwab first reported a position in Enerflex in Q2 2024 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held Enerflex as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.