Charles Schwab’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $203M | Buy |
1,478,774
+29,657
| +2% | +$3.6M | 0.03% | 457 |
|
|
2026
Q1 | $170M | Buy |
1,449,117
+24,025
| +2% | +$3.08M | 0.03% | 480 |
|
|
2025
Q4 | $167M | Buy |
1,425,092
+29,156
| +2% | +$3.58M | 0.03% | 477 |
|
|
2025
Q3 | $184M | Buy |
1,395,936
+10,405
| +0.8% | +$1.29M | 0.03% | 431 |
|
|
2025
Q2 | $146M | Buy |
1,385,531
+11,203
| +0.8% | +$1.13M | 0.03% | 511 |
|
|
2025
Q1 | $141M | Buy |
1,374,328
+22,837
| +2% | +$2.47M | 0.03% | 492 |
|
|
2024
Q4 | $147M | Buy |
1,351,491
+19,829
| +1% | +$2.57M | 0.03% | 480 |
|
|
2024
Q3 | $191M | Sell |
1,331,662
-10,874
| -0.8% | -$1.38M | 0.04% | 388 |
|
|
2024
Q2 | $148M | Buy |
1,342,536
+18,481
| +1% | +$2.1M | 0.03% | 471 |
|
|
2024
Q1 | $160M | Sell |
1,324,055
-22,550
| -2% | -$2.42M | 0.04% | 417 |
|
|
2023
Q4 | $139M | Sell |
1,346,605
-21,691
| -2% | -$1.84M | 0.04% | 434 |
|
|
2023
Q3 | $101M | Sell |
1,368,296
-619,688
| -31% | -$49.4M | 0.03% | 495 |
|
|
2023
Q2 | $154M | Sell |
1,987,984
-46,164
| -2% | -$3.13M | 0.04% | 367 |
|
|
2023
Q1 | $119M | Sell |
2,034,148
-291,381
| -13% | -$15.7M | 0.04% | 438 |
|
|
2022
Q4 | $106M | Buy |
2,325,529
+55,262
| +2% | +$2.33M | 0.03% | 454 |
|
|
2022
Q3 | $85.1M | Buy |
2,270,267
+19,340
| +0.9% | +$813K | 0.03% | 495 |
|
|
2022
Q2 | $89.2M | Sell |
2,250,927
-25,771
| -1% | -$1.09M | 0.03% | 499 |
|
|
2022
Q1 | $95.4M | Sell |
2,276,698
-125,116
| -5% | -$6.21M | 0.03% | 533 |
|
|
2021
Q4 | $137M | Buy |
2,401,814
+247,562
| +11% | +$12.7M | 0.04% | 406 |
|
|
2021
Q3 | $98.9M | Buy |
2,154,252
+11,581
| +0.5% | +$602K | 0.03% | 494 |
|
|
2021
Q2 | $117M | Buy |
2,142,671
+37,084
| +2% | +$2.07M | 0.04% | 432 |
|
|
2021
Q1 | $110M | Buy |
2,105,587
+169,101
| +9% | +$7.89M | 0.04% | 405 |
|
|
2020
Q4 | $83.5M | Sell |
1,936,486
-208,815
| -10% | -$9.25M | 0.03% | 499 |
|
|
2020
Q3 | $99.3M | Sell |
2,145,301
-102,595
| -5% | -$4.39M | 0.05% | 362 |
|
|
2020
Q2 | $76.5M | Buy |
2,247,896
+452,138
| +25% | +$13.6M | 0.04% | 445 |
|
|
2020
Q1 | $40.1M | Sell |
1,795,758
-114,421
| -6% | -$4.42M | 0.02% | 615 |
|
|
2019
Q4 | $74.1M | Sell |
1,910,179
-518,064
| -21% | -$20.1M | 0.04% | 439 |
|
|
2019
Q3 | $88.8M | Buy |
2,428,243
+19,904
| +0.8% | +$662K | 0.05% | 336 |
|
|
2019
Q2 | $76.2M | Buy |
2,408,339
+355,575
| +17% | +$11.1M | 0.05% | 388 |
|
|
2019
Q1 | $57.4M | Buy |
2,052,764
+414,533
| +25% | +$11.3M | 0.04% | 479 |
|
|
2018
Q4 | $42.6M | Buy |
1,638,231
+39,027
| +2% | +$965K | 0.03% | 528 |
|
|
2018
Q3 | $39.6M | Buy |
1,599,204
+51,208
| +3% | +$1.45M | 0.03% | 652 |
|
|
2018
Q2 | $44.5M | Sell |
1,547,996
-83,997
| -5% | -$2.53M | 0.03% | 560 |
|
|
2018
Q1 | $48.1M | Buy |
1,631,993
+139,423
| +9% | +$4.32M | 0.04% | 495 |
|
|
2017
Q4 | $49.6M | Buy |
1,492,570
+97,714
| +7% | +$3.03M | 0.04% | 458 |
|
|
2017
Q3 | $38.1M | Buy |
1,394,856
+61,038
| +5% | +$1.54M | 0.03% | 528 |
|
|
2017
Q2 | $32.7M | Buy |
1,333,818
+55,697
| +4% | +$1.3M | 0.03% | 555 |
|
|
2017
Q1 | $30.1M | Buy |
1,278,121
+33,041
| +3% | +$712K | 0.03% | 576 |
|
|
2016
Q4 | $22.9M | Buy |
1,245,080
+51,687
| +4% | +$982K | 0.03% | 668 |
|
|
2016
Q3 | $23.9M | Buy |
1,193,393
+30,778
| +3% | +$638K | 0.03% | 586 |
|
|
2016
Q2 | $22.7M | Sell |
1,162,615
-123,762
| -10% | -$2.29M | 0.03% | 571 |
|
|
2016
Q1 | $24.1M | Buy |
1,286,377
+61,018
| +5% | +$1.04M | 0.03% | 535 |
|
|
2015
Q4 | $21.8M | Buy |
1,225,359
+72,339
| +6% | +$1.35M | 0.03% | 566 |
|
|
2015
Q3 | $21.8M | Buy |
1,153,020
+23,551
| +2% | +$479K | 0.03% | 525 |
|
|
2015
Q2 | $22.8M | Buy |
1,129,469
+75,905
| +7% | +$1.54M | 0.03% | 522 |
|
|
2015
Q1 | $23.4M | Buy |
1,053,564
+55,202
| +6% | +$1.2M | 0.03% | 500 |
|
|
2014
Q4 | $21.4M | Buy |
998,362
+23,198
| +2% | +$463K | 0.03% | 505 |
|
|
2014
Q3 | $17.2M | Buy |
975,164
+6,917
| +0.7% | +$130K | 0.03% | 543 |
|
|
2014
Q2 | $19.5M | Sell |
968,247
-10,655
| -1% | -$205K | 0.03% | 493 |
|
|
2014
Q1 | $18.8M | Buy |
978,902
+69,715
| +8% | +$1.38M | 0.03% | 492 |
|
|
2013
Q4 | $18.5M | Buy |
909,187
+59,895
| +7% | +$1.06M | 0.04% | 451 |
|
|
2013
Q3 | $14.2M | Buy |
849,292
+82,774
| +11% | +$1.41M | 0.03% | 501 |
|
|
2013
Q2 | $14.6M | Buy |
+766,518
| New | +$15.9M | 0.03% | 462 |
|
Other funds holding PHM
GA
Charles Schwab's PHM Position: Q2 2026 in Review
Charles Schwab increased its Pultegroup (PHM) stake by 2% in Q2 2026, buying an estimated $3.6M and bringing the position to 1,478,774 shares worth $203M. The position accounts for 0.03% of the portfolio, ranked #457.
Charles Schwab first reported a position in PHM in Q2 2013 and has held it in 53 quarters since. 1,037 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Charles Schwab held 1,478,774 shares of Pultegroup worth $203M as of Q2 2026.
- Charles Schwab bought 29,657 Pultegroup shares in Q2 2026, an estimated $3.6M.
- Pultegroup made up 0.03% of Charles Schwab's portfolio in Q2 2026, its #457 holding.
- Charles Schwab first reported a position in Pultegroup in Q2 2013 and has held it in 53 quarters since.
- 1,037 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.