Charles Schwab
PRFT

Charles Schwab’s Perficient Inc PRFT Stock Holding History

Charles Schwab’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-384,004
Closed -$29M – 3554
2024
Q3 		$29M Buy
384,004
+6,565
+2% +$493K 0.01% 1481
2024
Q2 		$28.2M Buy
377,439
+24,330
+7% +$1.55M 0.01% 1456
2024
Q1 		$19.9M Buy
353,109
+10,789
+3% +$706K ﹤0.01% 1616
2023
Q4 		$22.5M Buy
342,320
+5,917
+2% +$364K 0.01% 1525
2023
Q3 		$19.5M Buy
336,403
+16,817
+5% +$1.15M 0.01% 1523
2023
Q2 		$26.6M Buy
319,586
+5,810
+2% +$428K 0.01% 1285
2023
Q1 		$22.7M Buy
313,776
+6,476
+2% +$473K 0.01% 1371
2022
Q4 		$21.5M Buy
307,300
+14,932
+5% +$1.03M 0.01% 1378
2022
Q3 		$19M Buy
292,368
+10,418
+4% +$869K 0.01% 1409
2022
Q2 		$25.9M Buy
281,950
+7,370
+3% +$733K 0.01% 1210
2022
Q1 		$30.2M Buy
274,580
+2,559
+0.9% +$268K 0.01% 1222
2021
Q4 		$35.2M Sell
272,021
-3,264
-1% -$429K 0.01% 1153
2021
Q3 		$31.9M Sell
275,285
-891
-0.3% -$91.7K 0.01% 1179
2021
Q2 		$22.2M Sell
276,176
-572
-0.2% -$40.3K 0.01% 1508
2021
Q1 		$16.3M Buy
276,748
+6,033
+2% +$341K 0.01% 1675
2020
Q4 		$12.9M Sell
270,715
-601
-0.2% -$27.3K 0.01% 1702
2020
Q3 		$11.6M Sell
271,316
-7,216
-3% -$291K 0.01% 1585
2020
Q2 		$9.97M Sell
278,532
-2,398
-0.9% -$79.6K ﹤0.01% 1656
2020
Q1 		$7.61M Buy
280,930
+984
+0.4% +$42.9K ﹤0.01% 1616
2019
Q4 		$12.9M Sell
279,946
-3,254
-1% -$133K 0.01% 1511
2019
Q3 		$10.9M Buy
283,200
+4,119
+1% +$149K 0.01% 1551
2019
Q2 		$9.58M Sell
279,081
-3,457
-1% -$106K 0.01% 1615
2019
Q1 		$7.74M Buy
282,538
+40,786
+17% +$1.07M 0.01% 1742
2018
Q4 		$5.38M Buy
241,752
+11,595
+5% +$285K ﹤0.01% 1873
2018
Q3 		$6.13M Buy
230,157
+28,796
+14% +$796K ﹤0.01% 1931
2018
Q2 		$5.31M Buy
201,361
+33,409
+20% +$838K ﹤0.01% 1967
2018
Q1 		$3.85M Buy
167,952
+19,033
+13% +$394K ﹤0.01% 2069
2017
Q4 		$2.84M Buy
148,919
+8,740
+6% +$169K ﹤0.01% 2179
2017
Q3 		$2.76M Sell
140,179
-15,804
-10% -$288K ﹤0.01% 2155
2017
Q2 		$2.91M Sell
155,983
-13,598
-8% -$235K ﹤0.01% 2095
2017
Q1 		$2.94M Buy
169,581
+17,692
+12% +$315K ﹤0.01% 2037
2016
Q4 		$2.66M Buy
151,889
+19,572
+15% +$357K ﹤0.01% 2050
2016
Q3 		$2.67M Buy
132,317
+6,036
+5% +$124K ﹤0.01% 2000
2016
Q2 		$2.56M Buy
126,281
+2,478
+2% +$51.4K ﹤0.01% 1941
2016
Q1 		$2.69M Sell
123,803
-3,587
-3% -$66.4K ﹤0.01% 1893
2015
Q4 		$2.18M Buy
127,390
+5,844
+5% +$99.2K ﹤0.01% 2031
2015
Q3 		$1.88M Buy
121,546
+7,872
+7% +$127K ﹤0.01% 2106
2015
Q2 		$2.19M Sell
113,674
-9,231
-8% -$184K ﹤0.01% 2030
2015
Q1 		$2.54M Buy
122,905
+2,843
+2% +$55.1K ﹤0.01% 1922
2014
Q4 		$2.24M Buy
120,062
+27,665
+30% +$459K ﹤0.01% 1943
2014
Q3 		$1.39M Buy
92,397
+7,630
+9% +$133K ﹤0.01% 2159
2014
Q2 		$1.65M Sell
84,767
-608
-0.7% -$11K ﹤0.01% 2086
2014
Q1 		$1.55M Buy
85,375
+2,280
+3% +$46.6K ﹤0.01% 2073
2013
Q4 		$1.95M Buy
83,095
+2,736
+3% +$56K ﹤0.01% 1941
2013
Q3 		$1.49M Buy
80,359
+1,727
+2% +$27.3K ﹤0.01% 2007
2013
Q2 		$1.07M Buy
+78,632
New +$935K ﹤0.01% 2126

Other funds holding PRFT

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Charles Schwab's PRFT Position: Q4 2024 in Review

Charles Schwab sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 384,004 shares — an estimated $29M sold.

Charles Schwab first reported a position in PRFT in Q2 2013 and held it in 46 quarters. The position peaked at $35.2M in Q4 2021. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

  • Charles Schwab reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 384,004 Perficient Inc shares in Q4 2024, an estimated $29M.
  • Charles Schwab first reported a position in Perficient Inc in Q2 2013 and held it in 46 quarters.
  • Charles Schwab's Perficient Inc position peaked at $35.2M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.