Charles Schwab’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $870M | Buy |
3,208,860
+106,369
| +3% | +$30.5M | 0.13% | 125 |
|
|
2025
Q4 | $805M | Buy |
3,102,491
+126,583
| +4% | +$35.4M | 0.13% | 135 |
|
|
2025
Q3 | $860M | Buy |
2,975,908
+51,513
| +2% | +$14.8M | 0.14% | 126 |
|
|
2025
Q2 | $858M | Buy |
2,924,395
+87,918
| +3% | +$26M | 0.15% | 120 |
|
|
2025
Q1 | $848M | Buy |
2,836,477
+34,718
| +1% | +$10.4M | 0.16% | 111 |
|
|
2024
Q4 | $839M | Sell |
2,801,759
-11,377
| -0.4% | -$3.78M | 0.15% | 105 |
|
|
2024
Q3 | $1.02B | Buy |
2,813,136
+54,992
| +2% | +$17.9M | 0.2% | 85 |
|
|
2024
Q2 | $793M | Buy |
2,758,144
+32,009
| +1% | +$8.83M | 0.15% | 118 |
|
|
2024
Q1 | $763M | Buy |
2,726,135
+38,965
| +1% | +$11.2M | 0.18% | 105 |
|
|
2023
Q4 | $794M | Buy |
2,687,170
+216,331
| +9% | +$57.4M | 0.2% | 92 |
|
|
2023
Q3 | $634M | Buy |
2,470,839
+451,864
| +22% | +$127M | 0.18% | 99 |
|
|
2023
Q2 | $577M | Buy |
2,018,975
+436,497
| +28% | +$127M | 0.16% | 108 |
|
|
2023
Q1 | $478M | Buy |
1,582,478
+30,916
| +2% | +$9.09M | 0.15% | 126 |
|
|
2022
Q4 | $435M | Buy |
1,551,562
+60,826
| +4% | +$17.7M | 0.14% | 134 |
|
|
2022
Q3 | $437M | Buy |
1,490,736
+77,094
| +5% | +$25.1M | 0.16% | 118 |
|
|
2022
Q2 | $442M | Sell |
1,413,642
-15,869
| -1% | -$5.49M | 0.15% | 116 |
|
|
2022
Q1 | $558M | Buy |
1,429,511
+27,696
| +2% | +$10.1M | 0.17% | 114 |
|
|
2021
Q4 | $525M | Sell |
1,401,815
-33,764
| -2% | -$11.3M | 0.16% | 118 |
|
|
2021
Q3 | $427M | Buy |
1,435,579
+61,950
| +5% | +$19.4M | 0.14% | 132 |
|
|
2021
Q2 | $413M | Buy |
1,373,629
+54,736
| +4% | +$15.4M | 0.14% | 133 |
|
|
2021
Q1 | $325M | Buy |
1,318,893
+42,219
| +3% | +$9.83M | 0.12% | 152 |
|
|
2020
Q4 | $295M | Buy |
1,276,674
+3,463
| +0.3% | +$794K | 0.12% | 160 |
|
|
2020
Q3 | $284M | Sell |
1,273,211
-41,066
| -3% | -$8.39M | 0.13% | 143 |
|
|
2020
Q2 | $252M | Sell |
1,314,277
-615,745
| -32% | -$119M | 0.12% | 156 |
|
|
2020
Q1 | $383M | Sell |
1,930,022
-7,183
| -0.4% | -$1.54M | 0.23% | 89 |
|
|
2019
Q4 | $413M | Buy |
1,937,205
+55,347
| +3% | +$12.3M | 0.22% | 82 |
|
|
2019
Q3 | $462M | Buy |
1,881,858
+57,694
| +3% | +$14.5M | 0.27% | 68 |
|
|
2019
Q2 | $434M | Buy |
1,824,164
+60,169
| +3% | +$13.8M | 0.26% | 69 |
|
|
2019
Q1 | $384M | Buy |
1,763,995
+73,394
| +4% | +$15.4M | 0.25% | 74 |
|
|
2018
Q4 | $342M | Buy |
1,690,601
+42,199
| +3% | +$8.61M | 0.26% | 69 |
|
|
2018
Q3 | $332M | Buy |
1,648,402
+92,835
| +6% | +$20M | 0.22% | 76 |
|
|
2018
Q2 | $353M | Buy |
1,555,567
+58,486
| +4% | +$12.2M | 0.26% | 68 |
|
|
2018
Q1 | $300M | Buy |
1,497,081
+85,454
| +6% | +$16.6M | 0.23% | 74 |
|
|
2017
Q4 | $295M | Buy |
1,411,627
+74,535
| +6% | +$15.8M | 0.23% | 71 |
|
|
2017
Q3 | $286M | Buy |
1,337,092
+86,666
| +7% | +$17.9M | 0.25% | 66 |
|
|
2017
Q2 | $261M | Buy |
1,250,426
+93,779
| +8% | +$20.2M | 0.25% | 70 |
|
|
2017
Q1 | $253M | Buy |
1,156,647
+39,936
| +4% | +$8.85M | 0.25% | 65 |
|
|
2016
Q4 | $250M | Buy |
1,116,711
+30,816
| +3% | +$6.56M | 0.27% | 58 |
|
|
2016
Q3 | $242M | Buy |
1,085,895
+85,634
| +9% | +$20M | 0.28% | 57 |
|
|
2016
Q2 | $256M | Buy |
1,000,261
+92,927
| +10% | +$23.9M | 0.32% | 51 |
|
|
2016
Q1 | $250M | Buy |
907,334
+39,605
| +5% | +$9.99M | 0.33% | 50 |
|
|
2015
Q4 | $215M | Buy |
867,729
+79,842
| +10% | +$18.7M | 0.29% | 62 |
|
|
2015
Q3 | $167M | Buy |
787,887
+29,454
| +4% | +$6M | 0.25% | 77 |
|
|
2015
Q2 | $140M | Buy |
758,433
+70,980
| +10% | +$13.6M | 0.19% | 99 |
|
|
2015
Q1 | $136M | Buy |
687,453
+28,327
| +4% | +$5.61M | 0.19% | 103 |
|
|
2014
Q4 | $122M | Buy |
659,126
+57,831
| +10% | +$10.5M | 0.18% | 113 |
|
|
2014
Q3 | $99.7M | Sell |
601,295
-6,393
| -1% | -$1.1M | 0.16% | 125 |
|
|
2014
Q2 | $104M | Buy |
607,688
+20,086
| +3% | +$3.44M | 0.18% | 114 |
|
|
2014
Q1 | $99M | Buy |
587,602
+93,418
| +19% | +$15.1M | 0.18% | 114 |
|
|
2013
Q4 | $74.4M | Buy |
494,184
+14,005
| +3% | +$2.24M | 0.14% | 147 |
|
|
2013
Q3 | $78.2M | Buy |
480,179
+24,681
| +5% | +$3.91M | 0.16% | 130 |
|
|
2013
Q2 | $69.1M | Buy |
+455,498
| New | +$71.8M | 0.15% | 134 |
|
Other funds holding PSA
VPM
VCM
