Charles Schwab
PSB

Charles Schwab’s PS Business Parks, Inc. PSB Stock Holding History

Charles Schwab’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-267,879
Closed -$50.1M – 3600
2022
Q2 		$50.1M Sell
267,879
-74,935
-22% -$13.7M 0.02% 749
2022
Q1 		$57.6M Buy
342,814
+37,125
+12% +$6.12M 0.02% 779
2021
Q4 		$56.3M Buy
305,689
+18,371
+6% +$3.23M 0.02% 820
2021
Q3 		$45M Sell
287,318
-14,942
-5% -$2.31M 0.01% 951
2021
Q2 		$44.8M Buy
302,260
+12,821
+4% +$2.01M 0.01% 952
2021
Q1 		$44.7M Buy
289,439
+1,217
+0.4% +$175K 0.02% 913
2020
Q4 		$38.3M Buy
288,222
+3,613
+1% +$465K 0.02% 946
2020
Q3 		$34.8M Sell
284,609
-20,824
-7% -$2.69M 0.02% 863
2020
Q2 		$40.4M Sell
305,433
-114,090
-27% -$14.6M 0.02% 709
2020
Q1 		$56.9M Sell
419,523
-42,331
-9% -$6.58M 0.03% 474
2019
Q4 		$76.1M Sell
461,854
-15,331
-3% -$2.7M 0.04% 427
2019
Q3 		$86.8M Buy
477,185
+86,529
+22% +$15.3M 0.05% 344
2019
Q2 		$65.8M Buy
390,656
+47,621
+14% +$7.62M 0.04% 439
2019
Q1 		$53.8M Buy
343,035
+58,694
+21% +$8.55M 0.03% 513
2018
Q4 		$37.2M Buy
284,341
+2,604
+0.9% +$345K 0.03% 589
2018
Q3 		$35.8M Buy
281,737
+11,744
+4% +$1.51M 0.02% 722
2018
Q2 		$34.7M Sell
269,993
-67,286
-20% -$8.03M 0.03% 685
2018
Q1 		$38.1M Sell
337,279
-23,468
-7% -$2.7M 0.03% 607
2017
Q4 		$45.1M Sell
360,747
-5,963
-2% -$788K 0.04% 501
2017
Q3 		$49M Buy
366,710
+22,900
+7% +$3.04M 0.04% 424
2017
Q2 		$45.5M Buy
343,810
+60,805
+21% +$7.59M 0.04% 432
2017
Q1 		$32.5M Buy
283,005
+87,442
+45% +$10.1M 0.03% 542
2016
Q4 		$22.8M Buy
195,563
+2,244
+1% +$246K 0.02% 672
2016
Q3 		$22M Buy
193,319
+15,118
+8% +$1.67M 0.03% 631
2016
Q2 		$18.9M Buy
178,201
+14,616
+9% +$1.46M 0.02% 677
2016
Q1 		$16.4M Buy
163,585
+21,516
+15% +$1.97M 0.02% 732
2015
Q4 		$12.4M Buy
142,069
+14,539
+11% +$1.25M 0.02% 884
2015
Q3 		$10.1M Sell
127,530
-13,151
-9% -$993K 0.01% 979
2015
Q2 		$10.2M Sell
140,681
-2,328
-2% -$178K 0.01% 1020
2015
Q1 		$11.9M Sell
143,009
-6,245
-4% -$516K 0.02% 880
2014
Q4 		$11.9M Buy
149,254
+4,249
+3% +$342K 0.02% 773
2014
Q3 		$11M Sell
145,005
-12,147
-8% -$990K 0.02% 743
2014
Q2 		$13.1M Buy
157,152
+15,028
+11% +$1.27M 0.02% 648
2014
Q1 		$11.9M Buy
142,124
+60,244
+74% +$4.85M 0.02% 682
2013
Q4 		$6.26M Buy
81,880
+8,592
+12% +$668K 0.01% 1079
2013
Q3 		$5.53M Buy
73,288
+4,237
+6% +$312K 0.01% 1090
2013
Q2 		$5.03M Buy
+69,051
New +$5.37M 0.01% 1045

Other funds holding PSB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Charles Schwab's PSB Position: Q3 2022 in Review

Charles Schwab sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 267,879 shares — an estimated $50.1M sold.

Charles Schwab first reported a position in PSB in Q2 2013 and held it in 37 quarters. The position peaked at $86.8M in Q3 2019. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

  • Charles Schwab reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
  • Charles Schwab sold 267,879 PS Business Parks, Inc. shares in Q3 2022, an estimated $50.1M.
  • Charles Schwab first reported a position in PS Business Parks, Inc. in Q2 2013 and held it in 37 quarters.
  • Charles Schwab's PS Business Parks, Inc. position peaked at $86.8M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Charles Schwab's 13F filing for Q3 2022, filed 14 Nov 2022.