Charles Schwab
HALL

Charles Schwab’s Hallmark Financial Services, Inc. HALL Stock Holding History

Charles Schwab’s Portfolio HALL Stock Details HALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,236
Closed -$7.22K – 3601
2022
Q4 		$7.22K Hold
1,236
– – ﹤0.01% 3539
2022
Q3 		$13K Hold
1,236
– – ﹤0.01% 3502
2022
Q2 		$30K Buy
+1,236
New +$37.4K ﹤0.01% 3474
2020
Q2 		– Sell
-4,727
Closed -$191K – 3373
2020
Q1 		$191K Buy
4,727
+1,585
+50% +$215K ﹤0.01% 3022
2019
Q4 		$553K Hold
3,142
– – ﹤0.01% 2786
2019
Q3 		$602K Buy
3,142
+146
+5% +$24.1K ﹤0.01% 2730
2019
Q2 		$427K Hold
2,996
– – ﹤0.01% 2882
2019
Q1 		$312K Sell
2,996
-433
-13% -$44.3K ﹤0.01% 2928
2018
Q4 		$367K Buy
3,429
+1,099
+47% +$120K ﹤0.01% 2870
2018
Q3 		$257K Buy
2,330
+310
+15% +$32.9K ﹤0.01% 3040
2018
Q2 		$202K Hold
2,020
– – ﹤0.01% 3061
2018
Q1 		$181K Sell
2,020
-100
-5% -$9.89K ﹤0.01% 3006
2017
Q4 		$222K Hold
2,120
– – ﹤0.01% 2965
2017
Q3 		$247K Hold
2,120
– – ﹤0.01% 2946
2017
Q2 		$239K Hold
2,120
– – ﹤0.01% 2964
2017
Q1 		$235K Hold
2,120
– – ﹤0.01% 2904
2016
Q4 		$247K Hold
2,120
– – ﹤0.01% 2910
2016
Q3 		$219K Sell
2,120
-709
-25% -$75.8K ﹤0.01% 2900
2016
Q2 		$328K Hold
2,829
– – ﹤0.01% 2750
2016
Q1 		$326K Buy
2,829
+709
+33% +$75.4K ﹤0.01% 2739
2015
Q4 		$248K Hold
2,120
– – ﹤0.01% 2917
2015
Q3 		$244K Hold
2,120
– – ﹤0.01% 2906
2015
Q2 		$242K Hold
2,120
– – ﹤0.01% 2943
2015
Q1 		$225K Hold
2,120
– – ﹤0.01% 2924
2014
Q4 		$257K Hold
2,120
– – ﹤0.01% 2908
2014
Q3 		$219K Hold
2,120
– – ﹤0.01% 2917
2014
Q2 		$228K Hold
2,120
– – ﹤0.01% 2959
2014
Q1 		$177K Hold
2,120
– – ﹤0.01% 2975
2013
Q4 		$189K Hold
2,120
– – ﹤0.01% 2967
2013
Q3 		$188K Hold
2,120
– – ﹤0.01% 2940
2013
Q2 		$196K Buy
+2,120
New +$191K ﹤0.01% 2907

Other funds holding HALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Charles Schwab's HALL Position: Q1 2023 in Review

Charles Schwab sold out of Hallmark Financial Services, Inc. (HALL) in Q1 2023, closing a stake of 1,236 shares — an estimated $7.22K sold.

Charles Schwab first reported a position in HALL in Q2 2013 and held it in 31 quarters. The position peaked at $602K in Q3 2019. 15 funds tracked by Wall St. Rank hold HALL as of Q1 2023.

  • Charles Schwab reported no remaining Hallmark Financial Services, Inc. position as of Q1 2023 after selling out during the quarter.
  • Charles Schwab sold 1,236 Hallmark Financial Services, Inc. shares in Q1 2023, an estimated $7.22K.
  • Charles Schwab first reported a position in Hallmark Financial Services, Inc. in Q2 2013 and held it in 31 quarters.
  • Charles Schwab's Hallmark Financial Services, Inc. position peaked at $602K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q1 2023.

Based on Charles Schwab's 13F filing for Q1 2023, filed 12 May 2023.