Charles Schwab’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.32M | Buy |
497,689
+15,745
| +3% | +$383K | ﹤0.01% | 2188 |
|
|
2025
Q4 | $12M | Sell |
481,944
-27,899
| -5% | -$628K | ﹤0.01% | 2041 |
|
|
2025
Q3 | $13.1M | Sell |
509,843
-76,650
| -13% | -$2.21M | ﹤0.01% | 1977 |
|
|
2025
Q2 | $14.4M | Sell |
586,493
-174,738
| -23% | -$3.1M | ﹤0.01% | 1840 |
|
|
2025
Q1 | $15.3M | Buy |
761,231
+5,388
| +0.7% | +$149K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $24.4M | Buy |
755,843
+79,960
| +12% | +$2.79M | ﹤0.01% | 1594 |
|
|
2024
Q3 | $23.9M | Buy |
675,883
+28,669
| +4% | +$814K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $12.3M | Buy |
647,214
+203,781
| +46% | +$4.21M | ﹤0.01% | 1938 |
|
|
2024
Q1 | $13.8M | Buy |
443,433
+86,512
| +24% | +$3.62M | ﹤0.01% | 1819 |
|
|
2023
Q4 | $22.4M | Buy |
356,921
+24,567
| +7% | +$1.65M | 0.01% | 1532 |
|
|
2023
Q3 | $22.8M | Buy |
332,354
+19,080
| +6% | +$1.68M | 0.01% | 1419 |
|
|
2023
Q2 | $33.2M | Sell |
313,274
-16,398
| -5% | -$1.68M | 0.01% | 1155 |
|
|
2023
Q1 | $35.5M | Buy |
329,672
+4,360
| +1% | +$458K | 0.01% | 1068 |
|
|
2022
Q4 | $34.1M | Buy |
325,312
+246
| +0.1% | +$25.8K | 0.01% | 1063 |
|
|
2022
Q3 | $29.3M | Buy |
325,066
+1,643
| +0.5% | +$161K | 0.01% | 1118 |
|
|
2022
Q2 | $29.7M | Buy |
323,423
+14,390
| +5% | +$1.33M | 0.01% | 1104 |
|
|
2022
Q1 | $30.2M | Buy |
309,033
+29,269
| +10% | +$3.08M | 0.01% | 1223 |
|
|
2021
Q4 | $33.9M | Buy |
279,764
+4,537
| +2% | +$464K | 0.01% | 1178 |
|
|
2021
Q3 | $22.9M | Buy |
275,227
+1,080
| +0.4% | +$94.4K | 0.01% | 1472 |
|
|
2021
Q2 | $24.6M | Sell |
274,147
-1,865
| -0.7% | -$172K | 0.01% | 1423 |
|
|
2021
Q1 | $24.5M | Buy |
276,012
+1,952
| +0.7% | +$163K | 0.01% | 1371 |
|
|
2020
Q4 | $21.1M | Buy |
274,060
+1,226
| +0.4% | +$85K | 0.01% | 1373 |
|
|
2020
Q3 | $15.7M | Sell |
272,834
-3,512
| -1% | -$193K | 0.01% | 1376 |
|
|
2020
Q2 | $13.8M | Sell |
276,346
-5,065
| -2% | -$249K | 0.01% | 1427 |
|
|
2020
Q1 | $14.3M | Buy |
281,411
+20,303
| +8% | +$1.23M | 0.01% | 1230 |
|
|
2019
Q4 | $18.3M | Buy |
261,108
+6,426
| +3% | +$435K | 0.01% | 1272 |
|
|
2019
Q3 | $16.2M | Buy |
254,682
+10,103
| +4% | +$619K | 0.01% | 1286 |
|
|
2019
Q2 | $14.5M | Buy |
244,579
+1,579
| +0.6% | +$97.1K | 0.01% | 1369 |
|
|
2019
Q1 | $15.7M | Buy |
243,000
+12,134
| +5% | +$743K | 0.01% | 1267 |
|
|
2018
Q4 | $12.7M | Sell |
230,866
-7,126
| -3% | -$438K | 0.01% | 1293 |
|
|
2018
Q3 | $17.1M | Buy |
237,992
+6,818
| +3% | +$434K | 0.01% | 1254 |
|
|
2018
Q2 | $13.7M | Buy |
231,174
+12,551
| +6% | +$719K | 0.01% | 1376 |
|
|
2018
Q1 | $11.6M | Buy |
218,623
+12,175
| +6% | +$694K | 0.01% | 1393 |
|
|
2017
Q4 | $11.9M | Buy |
206,448
+3,760
| +2% | +$215K | 0.01% | 1359 |
|
|
2017
Q3 | $11.6M | Buy |
202,688
+8,522
| +4% | +$450K | 0.01% | 1311 |
|
|
2017
Q2 | $10.3M | Buy |
194,166
+21,326
| +12% | +$1.09M | 0.01% | 1324 |
|
|
2017
Q1 | $8.22M | Buy |
172,840
+13,104
| +8% | +$635K | 0.01% | 1444 |
|
|
2016
Q4 | $7.57M | Buy |
159,736
+10,157
| +7% | +$465K | 0.01% | 1454 |
|
|
2016
Q3 | $6.47M | Buy |
149,579
+10,549
| +8% | +$479K | 0.01% | 1475 |
|
|
2016
Q2 | $6.19M | Buy |
139,030
+2,086
| +2% | +$93.9K | 0.01% | 1424 |
|
|
2016
Q1 | $6.21M | Buy |
136,944
+8,577
| +7% | +$361K | 0.01% | 1376 |
|
|
2015
Q4 | $5.52M | Buy |
128,367
+4,783
| +4% | +$214K | 0.01% | 1452 |
|
|
2015
Q3 | $5.13M | Buy |
123,584
+6,184
| +5% | +$292K | 0.01% | 1456 |
|
|
2015
Q2 | $6.14M | Buy |
117,400
+7,075
| +6% | +$373K | 0.01% | 1417 |
|
|
2015
Q1 | $5.99M | Buy |
110,325
+7,561
| +7% | +$386K | 0.01% | 1384 |
|
|
2014
Q4 | $5.18M | Sell |
102,764
-219
| -0.2% | -$10.5K | 0.01% | 1414 |
|
|
2014
Q3 | $4.62M | Buy |
102,983
+2,197
| +2% | +$103K | 0.01% | 1430 |
|
|
2014
Q2 | $4.82M | Buy |
100,786
+1,581
| +2% | +$70.9K | 0.01% | 1424 |
|
|
2014
Q1 | $4.58M | Buy |
99,205
+8,718
| +10% | +$385K | 0.01% | 1400 |
|
|
2013
Q4 | $3.97M | Buy |
90,487
+3,405
| +4% | +$142K | 0.01% | 1444 |
|
|
2013
Q3 | $3.58M | Buy |
87,082
+5,063
| +6% | +$193K | 0.01% | 1440 |
|
|
2013
Q2 | $3.18M | Buy |
+82,019
| New | +$3.11M | 0.01% | 1418 |
|
Other funds holding FWRD
CCG
ICM
PMG
VCM
PA
VPM
MAM