Charles Schwab’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $224K | Sell |
15,180
-2,578
| -15% | -$47.5K | ﹤0.01% | 3363 |
|
|
2026
Q1 | $365K | Buy |
17,758
+2,462
| +16% | +$55.1K | ﹤0.01% | 3198 |
|
|
2025
Q4 | $377K | Hold |
15,296
| – | – | ﹤0.01% | 3229 |
|
|
2025
Q3 | $484K | Hold |
15,296
| – | – | ﹤0.01% | 3184 |
|
|
2025
Q2 | $334K | Sell |
15,296
-3,213
| -17% | -$57.3K | ﹤0.01% | 3281 |
|
|
2025
Q1 | $311K | Buy |
18,509
+3,529
| +24% | +$61.6K | ﹤0.01% | 3199 |
|
|
2024
Q4 | $245K | Hold |
14,980
| – | – | ﹤0.01% | 3296 |
|
|
2024
Q3 | $290K | Hold |
14,980
| – | – | ﹤0.01% | 3291 |
|
|
2024
Q2 | $283K | Sell |
14,980
-2,445
| -14% | -$50.8K | ﹤0.01% | 3380 |
|
|
2024
Q1 | $434K | Buy |
17,425
+3,856
| +28% | +$84.7K | ﹤0.01% | 3078 |
|
|
2023
Q4 | $322K | Sell |
13,569
-1,007
| -7% | -$25.5K | ﹤0.01% | 3206 |
|
|
2023
Q3 | $362K | Buy |
14,576
+971
| +7% | +$24.5K | ﹤0.01% | 3170 |
|
|
2023
Q2 | $299K | Buy |
+13,605
| New | +$277K | ﹤0.01% | 3229 |
|
|
2022
Q2 | – | Sell |
-10,386
| Closed | -$194K | – | 3570 |
|
|
2022
Q1 | $194K | Sell |
10,386
-3,621
| -26% | -$78.8K | ﹤0.01% | 3314 |
|
|
2021
Q4 | $438K | Buy |
14,007
+1,588
| +13% | +$50.8K | ﹤0.01% | 3189 |
|
|
2021
Q3 | $338K | Sell |
12,419
-2,590
| -17% | -$69.3K | ﹤0.01% | 3237 |
|
|
2021
Q2 | $427K | Buy |
15,009
+2,083
| +16% | +$60.9K | ﹤0.01% | 3199 |
|
|
2021
Q1 | $372K | Buy |
12,926
+1,098
| +9% | +$38.4K | ﹤0.01% | 3181 |
|
|
2020
Q4 | $354K | Buy |
11,828
+747
| +7% | +$22.9K | ﹤0.01% | 3103 |
|
|
2020
Q3 | $295K | Sell |
11,081
-771
| -7% | -$18.8K | ﹤0.01% | 3030 |
|
|
2020
Q2 | $258K | Buy |
11,852
+1,017
| +9% | +$20K | ﹤0.01% | 3109 |
|
|
2020
Q1 | $171K | Hold |
10,835
| – | – | ﹤0.01% | 3038 |
|
|
2019
Q4 | $293K | Hold |
10,835
| – | – | ﹤0.01% | 2980 |
|
|
2019
Q3 | $346K | Hold |
10,835
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q2 | $415K | Buy |
10,835
+1,939
| +22% | +$71.8K | ﹤0.01% | 2893 |
|
|
2019
Q1 | $340K | Hold |
8,896
| – | – | ﹤0.01% | 2903 |
|
|
2018
Q4 | $297K | Hold |
8,896
| – | – | ﹤0.01% | 2938 |
|
|
2018
Q3 | $347K | Buy |
8,896
+2,396
| +37% | +$101K | ﹤0.01% | 2961 |
|
|
2018
Q2 | $262K | Hold |
6,500
| – | – | ﹤0.01% | 3016 |
|
|
2018
Q1 | $256K | Hold |
6,500
| – | – | ﹤0.01% | 2925 |
|
|
2017
Q4 | $260K | Sell |
6,500
-1,400
| -18% | -$40K | ﹤0.01% | 2922 |
|
|
2017
Q3 | $219K | Hold |
7,900
| – | – | ﹤0.01% | 2987 |
|
|
2017
Q2 | $214K | Buy |
+7,900
| New | +$183K | ﹤0.01% | 3010 |
|
Other funds holding EVI
RA
CCA
ELI
AC
Charles Schwab's EVI Position: Q2 2026 in Review
Charles Schwab reduced its EVI Industries (EVI) stake by 15% in Q2 2026, selling an estimated $47.5K and leaving 15,180 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.
Charles Schwab first reported a position in EVI in Q2 2017 and has held it in 33 quarters since. The position peaked at $484K in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.
- Charles Schwab held 15,180 shares of EVI Industries worth $224K as of Q2 2026.
- Charles Schwab sold 2,578 EVI Industries shares in Q2 2026, an estimated $47.5K.
- EVI Industries made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3363 holding.
- Charles Schwab first reported a position in EVI Industries in Q2 2017 and has held it in 33 quarters since.
- Charles Schwab's EVI Industries position peaked at $484K in Q3 2025.
- 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.