Charles Schwab’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

Charles Schwab’s Portfolio PFHD Stock Details PFHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35,162	Closed	-$975K	–	3637
2022 Q4	$975K	Buy	35,162 +1,121	+3%	+$31.1K	﹤0.01%	2780
2022 Q3	$884K	Buy	34,041 +199	+0.6%	+$5.07K	﹤0.01%	2827
2022 Q2	$679K	Buy	+33,842	New	+$744K	﹤0.01%	2940
2021 Q2	–	Sell	-30,515	Closed	-$561K	–	3582
2021 Q1	$561K	Buy	30,515 +1,709	+6%	+$28.7K	﹤0.01%	3035
2020 Q4	$445K	Hold	28,806	–	–	﹤0.01%	3032
2020 Q3	$387K	Buy	28,806 +13,489	+88%	+$169K	﹤0.01%	2955
2020 Q2	$213K	Buy	+15,317	New	+$229K	﹤0.01%	3158

Charles Schwab's PFHD Position: Q1 2023 in Review

Charles Schwab sold out of Professional Holding Corp. Class A Common stock (PFHD) in Q1 2023, closing a stake of 35,162 shares — an estimated $975K sold.

Charles Schwab first reported a position in PFHD in Q2 2020 and held it in 7 quarters. The position peaked at $975K in Q4 2022. 0 funds tracked by Wall St. Rank hold PFHD as of Q1 2023.

Charles Schwab reported no remaining Professional Holding Corp. Class A Common stock position as of Q1 2023 after selling out during the quarter.
Charles Schwab sold 35,162 Professional Holding Corp. Class A Common stock shares in Q1 2023, an estimated $975K.
Charles Schwab first reported a position in Professional Holding Corp. Class A Common stock in Q2 2020 and held it in 7 quarters.
Charles Schwab's Professional Holding Corp. Class A Common stock position peaked at $975K in Q4 2022.
0 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q1 2023.

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