Charles Schwab
PFC

Charles Schwab’s Premier Financial Corp. Common Stock PFC Stock Holding History

Charles Schwab’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,254,516
Closed -$32.1M – 3524
2024
Q4 		$32.1M Buy
1,254,516
+9,998
+0.8% +$261K 0.01% 1419
2024
Q3 		$29.2M Sell
1,244,518
-71,933
-5% -$1.71M 0.01% 1475
2024
Q2 		$26.9M Sell
1,316,451
-23,846
-2% -$474K 0.01% 1485
2024
Q1 		$27.2M Buy
1,340,297
+275,199
+26% +$5.74M 0.01% 1433
2023
Q4 		$25.7M Buy
1,065,098
+48,257
+5% +$953K 0.01% 1431
2023
Q3 		$17.3M Buy
1,016,841
+124,126
+14% +$2.33M 0.01% 1586
2023
Q2 		$14.3M Buy
892,715
+85,588
+11% +$1.41M ﹤0.01% 1714
2023
Q1 		$16.7M Sell
807,127
-11,323
-1% -$277K 0.01% 1606
2022
Q4 		$22.1M Buy
818,450
+74,403
+10% +$2.08M 0.01% 1358
2022
Q3 		$19.1M Buy
744,047
+45,814
+7% +$1.24M 0.01% 1406
2022
Q2 		$17.7M Buy
698,233
+21,742
+3% +$587K 0.01% 1496
2022
Q1 		$20.5M Buy
676,491
+37,239
+6% +$1.15M 0.01% 1525
2021
Q4 		$19.8M Sell
639,252
-49,600
-7% -$1.56M 0.01% 1588
2021
Q3 		$21.9M Buy
688,852
+32,327
+5% +$933K 0.01% 1513
2021
Q2 		$18.7M Buy
656,525
+93,798
+17% +$2.91M 0.01% 1634
2021
Q1 		$18.7M Sell
562,727
-38,929
-6% -$1.15M 0.01% 1581
2020
Q4 		$13.8M Buy
601,656
+8,154
+1% +$165K 0.01% 1660
2020
Q3 		$9.24M Buy
593,502
+39,216
+7% +$686K ﹤0.01% 1750
2020
Q2 		$9.79M Buy
554,286
+269,172
+94% +$4.35M ﹤0.01% 1666
2020
Q1 		$4.2M Buy
285,114
+113,988
+67% +$2.9M ﹤0.01% 1919
2019
Q4 		$5.39M Buy
171,126
+8,259
+5% +$249K ﹤0.01% 1982
2019
Q3 		$4.72M Buy
162,867
+12,664
+8% +$350K ﹤0.01% 1992
2019
Q2 		$4.29M Buy
150,203
+34,444
+30% +$986K ﹤0.01% 2051
2019
Q1 		$3.33M Buy
115,759
+6,124
+6% +$177K ﹤0.01% 2172
2018
Q4 		$2.69M Sell
109,635
-752
-0.7% -$20.3K ﹤0.01% 2210
2018
Q3 		$3.32M Buy
110,387
+67,343
+156% +$2.17M ﹤0.01% 2247
2018
Q2 		$1.44M Buy
43,044
+3,400
+9% +$104K ﹤0.01% 2470
2018
Q1 		$1.14M Hold
39,644
– – ﹤0.01% 2484
2017
Q4 		$1.03M Buy
39,644
+2,080
+6% +$55.8K ﹤0.01% 2501
2017
Q3 		$986K Buy
37,564
+4,964
+15% +$125K ﹤0.01% 2512
2017
Q2 		$859K Buy
32,600
+7,200
+28% +$191K ﹤0.01% 2512
2017
Q1 		$629K Sell
25,400
-3,312
-12% -$81.3K ﹤0.01% 2570
2016
Q4 		$729K Hold
28,712
– – ﹤0.01% 2531
2016
Q3 		$641K Sell
28,712
-14,124
-33% -$304K ﹤0.01% 2534
2016
Q2 		$833K Sell
42,836
-11,076
-21% -$218K ﹤0.01% 2406
2016
Q1 		$1.04M Sell
53,912
-600
-1% -$11.5K ﹤0.01% 2335
2015
Q4 		$1.03M Hold
54,512
– – ﹤0.01% 2380
2015
Q3 		$997K Hold
54,512
– – ﹤0.01% 2384
2015
Q2 		$1.02M Hold
54,512
– – ﹤0.01% 2408
2015
Q1 		$895K Hold
54,512
– – ﹤0.01% 2409
2014
Q4 		$929K Sell
54,512
-10,784
-17% -$163K ﹤0.01% 2382
2014
Q3 		$882K Sell
65,296
-12,504
-16% -$173K ﹤0.01% 2361
2014
Q2 		$1.12M Hold
77,800
– – ﹤0.01% 2266
2014
Q1 		$1.05M Hold
77,800
– – ﹤0.01% 2262
2013
Q4 		$1.01M Hold
77,800
– – ﹤0.01% 2265
2013
Q3 		$937K Hold
77,800
– – ﹤0.01% 2242
2013
Q2 		$914K Buy
+77,800
New +$884K ﹤0.01% 2211

Other funds holding PFC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Charles Schwab's PFC Position: Q1 2025 in Review

Charles Schwab sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 1,254,516 shares — an estimated $32.1M sold.

Charles Schwab first reported a position in PFC in Q2 2013 and held it in 47 quarters. The position peaked at $32.1M in Q4 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Charles Schwab reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 1,254,516 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $32.1M.
  • Charles Schwab first reported a position in Premier Financial Corp. Common Stock in Q2 2013 and held it in 47 quarters.
  • Charles Schwab's Premier Financial Corp. Common Stock position peaked at $32.1M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.