Charles Schwab’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.3M Sell
1,788,891
-352,139
-16% -$15.4M 0.01% 804
2025
Q1
$101M Sell
2,141,030
-10,953
-0.5% -$517K 0.02% 646
2024
Q4
$95.5M Sell
2,151,983
-9,170
-0.4% -$407K 0.02% 692
2024
Q3
$82.4M Buy
2,161,153
+9,775
+0.5% +$373K 0.02% 779
2024
Q2
$67.5M Sell
2,151,378
-100,651
-4% -$3.16M 0.01% 846
2024
Q1
$71.6M Buy
2,252,029
+63,429
+3% +$2.02M 0.02% 786
2023
Q4
$67.5M Buy
2,188,600
+57,199
+3% +$1.76M 0.02% 776
2023
Q3
$59.8M Buy
2,131,401
+78,606
+4% +$2.2M 0.02% 770
2023
Q2
$62M Buy
2,052,795
+17,085
+0.8% +$516K 0.02% 735
2023
Q1
$65.9M Sell
2,035,710
-12,610
-0.6% -$408K 0.02% 656
2022
Q4
$69.4M Buy
2,048,320
+30,370
+2% +$1.03M 0.02% 622
2022
Q3
$59.5M Buy
2,017,950
+499,310
+33% +$14.7M 0.02% 663
2022
Q2
$44.7M Buy
1,518,640
+73,930
+5% +$2.18M 0.02% 810
2022
Q1
$41.4M Buy
1,444,710
+32,040
+2% +$918K 0.01% 1003
2021
Q4
$40.9M Buy
1,412,670
+21,290
+2% +$616K 0.01% 1042
2021
Q3
$34.3M Buy
1,391,380
+7,955
+0.6% +$196K 0.01% 1123
2021
Q2
$29.4M Buy
1,383,425
+19,980
+1% +$425K 0.01% 1264
2021
Q1
$24.6M Buy
1,363,445
+36,245
+3% +$654K 0.01% 1370
2020
Q4
$22.6M Sell
1,327,200
-7,225
-0.5% -$123K 0.01% 1311
2020
Q3
$17.6M Sell
1,334,425
-37,180
-3% -$491K 0.01% 1296
2020
Q2
$17.4M Sell
1,371,605
-3,275
-0.2% -$41.5K 0.01% 1276
2020
Q1
$14.3M Buy
1,374,880
+40,910
+3% +$426K 0.01% 1223
2019
Q4
$18.5M Buy
1,333,970
+26,180
+2% +$364K 0.01% 1260
2019
Q3
$17.5M Buy
1,307,790
+38,840
+3% +$520K 0.01% 1231
2019
Q2
$16.8M Buy
1,268,950
+17,000
+1% +$225K 0.01% 1259
2019
Q1
$15M Buy
1,251,950
+76,115
+6% +$914K 0.01% 1302
2018
Q4
$12.4M Buy
1,175,835
+5,540
+0.5% +$58.3K 0.01% 1311
2018
Q3
$15.5M Buy
1,170,295
+65,185
+6% +$863K 0.01% 1333
2018
Q2
$12.5M Buy
1,105,110
+95,940
+10% +$1.09M 0.01% 1437
2018
Q1
$11.3M Buy
1,009,170
+102,725
+11% +$1.15M 0.01% 1407
2017
Q4
$10.9M Buy
906,445
+104,400
+13% +$1.26M 0.01% 1413
2017
Q3
$9.36M Buy
802,045
+81,140
+11% +$947K 0.01% 1488
2017
Q2
$8.01M Buy
720,905
+49,475
+7% +$550K 0.01% 1504
2017
Q1
$6.36M Buy
671,430
+51,965
+8% +$492K 0.01% 1610
2016
Q4
$6.25M Buy
619,465
+32,005
+5% +$323K 0.01% 1587
2016
Q3
$5.86M Buy
587,460
+27,340
+5% +$273K 0.01% 1539
2016
Q2
$5.87M Buy
560,120
+9,750
+2% +$102K 0.01% 1464
2016
Q1
$5.7M Buy
550,370
+11,205
+2% +$116K 0.01% 1433
2015
Q4
$4.85M Buy
539,165
+21,605
+4% +$194K 0.01% 1543
2015
Q3
$3.82M Buy
517,560
+33,135
+7% +$245K 0.01% 1647
2015
Q2
$3.35M Buy
484,425
+14,075
+3% +$97.4K ﹤0.01% 1804
2015
Q1
$3.5M Buy
470,350
+22,265
+5% +$166K ﹤0.01% 1737
2014
Q4
$2.57M Buy
448,085
+15,235
+4% +$87.5K ﹤0.01% 1864
2014
Q3
$2.11M Buy
432,850
+9,710
+2% +$47.4K ﹤0.01% 1939
2014
Q2
$2.49M Sell
423,140
-23,550
-5% -$139K ﹤0.01% 1869
2014
Q1
$2.76M Buy
446,690
+35,385
+9% +$219K 0.01% 1768
2013
Q4
$2.27M Buy
411,305
+14,745
+4% +$81.5K ﹤0.01% 1839
2013
Q3
$2.31M Buy
396,560
+45,520
+13% +$265K ﹤0.01% 1757
2013
Q2
$2.1M Buy
+351,040
New +$2.1M ﹤0.01% 1726