Charles Schwab’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
1,617,617
-16,260
| -1% | -$247K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $27.3M | Sell |
1,633,877
-22,443
| -1% | -$375K | 0.01% | 1450 |
|
|
2024
Q4 | $31.2M | Sell |
1,656,320
-1,399,250
| -46% | -$26.4M | 0.01% | 1433 |
|
|
2024
Q3 | $57.4M | Buy |
3,055,570
+45,359
| +2% | +$852K | 0.01% | 1031 |
|
|
2024
Q2 | $56.9M | Buy |
3,010,211
+122,711
| +4% | +$2.32M | 0.01% | 968 |
|
|
2024
Q1 | $46.9M | Buy |
2,887,500
+164,546
| +6% | +$2.67M | 0.01% | 1085 |
|
|
2023
Q4 | $34.5M | Buy |
2,722,954
+148,307
| +6% | +$1.88M | 0.01% | 1243 |
|
|
2023
Q3 | $35.1M | Buy |
2,574,647
+81,248
| +3% | +$1.11M | 0.01% | 1143 |
|
|
2023
Q2 | $42.8M | Buy |
2,493,399
+16,506
| +0.7% | +$283K | 0.01% | 958 |
|
|
2023
Q1 | $34.5M | Buy |
2,476,893
+17,908
| +0.7% | +$249K | 0.01% | 1083 |
|
|
2022
Q4 | $32.9M | Buy |
2,458,985
+118,569
| +5% | +$1.59M | 0.01% | 1094 |
|
|
2022
Q3 | $27.9M | Buy |
2,340,416
+110,369
| +5% | +$1.31M | 0.01% | 1147 |
|
|
2022
Q2 | $28.4M | Buy |
2,230,047
+123,897
| +6% | +$1.58M | 0.01% | 1135 |
|
|
2022
Q1 | $27.2M | Sell |
2,106,150
-15,735
| -0.7% | -$203K | 0.01% | 1304 |
|
|
2021
Q4 | $33.6M | Buy |
2,121,885
+31,561
| +2% | +$500K | 0.01% | 1186 |
|
|
2021
Q3 | $40.7M | Buy |
2,090,324
+35,212
| +2% | +$686K | 0.01% | 1019 |
|
|
2021
Q2 | $46.8M | Buy |
2,055,112
+93,947
| +5% | +$2.14M | 0.02% | 920 |
|
|
2021
Q1 | $36M | Buy |
1,961,165
+49,030
| +3% | +$901K | 0.01% | 1053 |
|
|
2020
Q4 | $28.5M | Buy |
1,912,135
+7,608
| +0.4% | +$113K | 0.01% | 1144 |
|
|
2020
Q3 | $21.4M | Sell |
1,904,527
-96,352
| -5% | -$1.08M | 0.01% | 1154 |
|
|
2020
Q2 | $15.9M | Sell |
2,000,879
-158,802
| -7% | -$1.26M | 0.01% | 1339 |
|
|
2020
Q1 | $17.5M | Buy |
2,159,681
+22,501
| +1% | +$182K | 0.01% | 1101 |
|
|
2019
Q4 | $26.9M | Sell |
2,137,180
-5,344
| -0.2% | -$67.2K | 0.01% | 1009 |
|
|
2019
Q3 | $19.1M | Buy |
2,142,524
+65,267
| +3% | +$583K | 0.01% | 1169 |
|
|
2019
Q2 | $17.8M | Buy |
2,077,257
+7,843
| +0.4% | +$67.1K | 0.01% | 1224 |
|
|
2019
Q1 | $15.7M | Buy |
2,069,414
+124,495
| +6% | +$945K | 0.01% | 1268 |
|
|
2018
Q4 | $16.1M | Sell |
1,944,919
-198,533
| -9% | -$1.64M | 0.01% | 1133 |
|
|
2018
Q3 | $21.3M | Buy |
2,143,452
+184,800
| +9% | +$1.83M | 0.01% | 1099 |
|
|
2018
Q2 | $19.2M | Buy |
1,958,652
+120,809
| +7% | +$1.18M | 0.01% | 1116 |
|
|
2018
Q1 | $17.1M | Sell |
1,837,843
-12,119
| -0.7% | -$113K | 0.01% | 1111 |
|
|
2017
Q4 | $17.6M | Buy |
1,849,962
+3,650
| +0.2% | +$34.7K | 0.01% | 1076 |
|
|
2017
Q3 | $19.1M | Buy |
1,846,312
+51,590
| +3% | +$534K | 0.02% | 959 |
|
|
2017
Q2 | $14.8M | Buy |
1,794,722
+159,317
| +10% | +$1.32M | 0.01% | 1073 |
|
|
2017
Q1 | $11.8M | Buy |
1,635,405
+143,402
| +10% | +$1.03M | 0.01% | 1202 |
|
|
2016
Q4 | $10.7M | Buy |
1,492,003
+192,887
| +15% | +$1.38M | 0.01% | 1206 |
|
|
2016
Q3 | $9.45M | Buy |
1,299,116
+148,092
| +13% | +$1.08M | 0.01% | 1210 |
|
|
2016
Q2 | $6.74M | Buy |
1,151,024
+93,381
| +9% | +$547K | 0.01% | 1352 |
|
|
2016
Q1 | $6.73M | Buy |
1,057,643
+88,972
| +9% | +$566K | 0.01% | 1318 |
|
|
2015
Q4 | $6.22M | Buy |
968,671
+63,917
| +7% | +$410K | 0.01% | 1367 |
|
|
2015
Q3 | $5.26M | Buy |
904,754
+64,634
| +8% | +$376K | 0.01% | 1431 |
|
|
2015
Q2 | $7.33M | Buy |
840,120
+137,643
| +20% | +$1.2M | 0.01% | 1275 |
|
|
2015
Q1 | $5.61M | Buy |
702,477
+97,286
| +16% | +$777K | 0.01% | 1426 |
|
|
2014
Q4 | $4.7M | Buy |
605,191
+34,978
| +6% | +$271K | 0.01% | 1496 |
|
|
2014
Q3 | $3.7M | Buy |
570,213
+79,008
| +16% | +$512K | 0.01% | 1602 |
|
|
2014
Q2 | $4.13M | Buy |
491,205
+95,381
| +24% | +$802K | 0.01% | 1552 |
|
|
2014
Q1 | $2.66M | Buy |
395,824
+63,034
| +19% | +$423K | ﹤0.01% | 1792 |
|
|
2013
Q4 | $2.08M | Buy |
332,790
+20,648
| +7% | +$129K | ﹤0.01% | 1897 |
|
|
2013
Q3 | $1.38M | Buy |
312,142
+51,708
| +20% | +$229K | ﹤0.01% | 2048 |
|
|
2013
Q2 | $1.15M | Buy |
+260,434
| New | +$1.15M | ﹤0.01% | 2075 |
|