Charles Schwab’s Standard Motor Products SMP Stock Holding History

Charles Schwab’s Portfolio SMP Stock Details SMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.2M	Sell	379,769 -32,902	-8%	-$1.3M	﹤0.01%	1971
2025 Q4	$15.2M	Buy	412,671 +51,918	+14%	+$1.99M	﹤0.01%	1916
2025 Q3	$14.7M	Buy	360,753 +51,084	+16%	+$1.87M	﹤0.01%	1914
2025 Q2	$9.51M	Buy	309,669 +54,391	+21%	+$1.5M	﹤0.01%	2046
2025 Q1	$6.36M	Buy	255,278 +8,987	+4%	+$264K	﹤0.01%	2168
2024 Q4	$7.63M	Sell	246,291 -46,221	-16%	-$1.49M	﹤0.01%	2137
2024 Q3	$9.71M	Sell	292,512 -33,436	-10%	-$1.04M	﹤0.01%	2037
2024 Q2	$9.04M	Sell	325,948 -41,258	-11%	-$1.28M	﹤0.01%	2092
2024 Q1	$12.3M	Buy	367,206 +5,951	+2%	+$218K	﹤0.01%	1880
2023 Q4	$14.4M	Buy	361,255 +13,101	+4%	+$467K	﹤0.01%	1798
2023 Q3	$11.7M	Buy	348,154 +11,348	+3%	+$413K	﹤0.01%	1833
2023 Q2	$12.6M	Buy	336,806 +5,452	+2%	+$199K	﹤0.01%	1799
2023 Q1	$12.2M	Buy	331,354 +13,157	+4%	+$501K	﹤0.01%	1778
2022 Q4	$11.1M	Buy	318,197 +16,543	+5%	+$605K	﹤0.01%	1806
2022 Q3	$9.8M	Buy	301,654 +9,151	+3%	+$364K	﹤0.01%	1844
2022 Q2	$13.2M	Buy	292,503 +19,340	+7%	+$804K	﹤0.01%	1683
2022 Q1	$11.8M	Buy	273,163 +10,640	+4%	+$499K	﹤0.01%	1860
2021 Q4	$13.8M	Buy	262,523 +6,678	+3%	+$335K	﹤0.01%	1825
2021 Q3	$11.2M	Buy	255,845 +14,394	+6%	+$617K	﹤0.01%	1944
2021 Q2	$10.5M	Buy	241,451 +12,609	+6%	+$564K	﹤0.01%	1974
2021 Q1	$9.52M	Buy	228,842 +8,812	+4%	+$374K	﹤0.01%	1989
2020 Q4	$8.9M	Buy	220,030 +2,993	+1%	+$141K	﹤0.01%	1933
2020 Q3	$9.69M	Sell	217,037 -7,057	-3%	-$312K	﹤0.01%	1719
2020 Q2	$9.23M	Sell	224,094 -17,952	-7%	-$726K	﹤0.01%	1701
2020 Q1	$10.1M	Buy	242,046 +16,850	+7%	+$794K	0.01%	1450
2019 Q4	$12M	Buy	225,196 +7,745	+4%	+$395K	0.01%	1564
2019 Q3	$10.6M	Buy	217,451 +10,062	+5%	+$461K	0.01%	1576
2019 Q2	$9.4M	Sell	207,389 -3,821	-2%	-$183K	0.01%	1626
2019 Q1	$10.4M	Buy	211,210 +14,992	+8%	+$740K	0.01%	1563
2018 Q4	$9.5M	Sell	196,218 -4,765	-2%	-$237K	0.01%	1495
2018 Q3	$9.89M	Buy	200,983 +8,399	+4%	+$417K	0.01%	1651
2018 Q2	$9.31M	Buy	192,584 +19,413	+11%	+$909K	0.01%	1649
2018 Q1	$8.24M	Buy	173,171 +6,619	+4%	+$313K	0.01%	1638
2017 Q4	$7.48M	Buy	166,552 +13,274	+9%	+$596K	0.01%	1674
2017 Q3	$7.4M	Buy	153,278 +12,141	+9%	+$579K	0.01%	1655
2017 Q2	$7.37M	Buy	141,137 +4,058	+3%	+$202K	0.01%	1561
2017 Q1	$6.74M	Buy	137,079 +8,592	+7%	+$426K	0.01%	1585
2016 Q4	$6.84M	Buy	128,487 +5,775	+5%	+$289K	0.01%	1535
2016 Q3	$5.86M	Buy	122,712 +9,899	+9%	+$431K	0.01%	1539
2016 Q2	$4.49M	Buy	112,813 +5,318	+5%	+$195K	0.01%	1632
2016 Q1	$3.73M	Buy	107,495 +5,992	+6%	+$207K	﹤0.01%	1697
2015 Q4	$3.86M	Buy	101,503 +6,840	+7%	+$272K	0.01%	1692
2015 Q3	$3.3M	Buy	94,663 +3,498	+4%	+$122K	﹤0.01%	1753
2015 Q2	$3.2M	Buy	91,165 +8,873	+11%	+$338K	﹤0.01%	1829
2015 Q1	$3.48M	Buy	82,292 +10,934	+15%	+$427K	﹤0.01%	1742
2014 Q4	$2.72M	Buy	71,358 +3,368	+5%	+$126K	﹤0.01%	1835
2014 Q3	$2.34M	Buy	67,990 +6,260	+10%	+$242K	﹤0.01%	1873
2014 Q2	$2.76M	Buy	61,730 +3,648	+6%	+$147K	﹤0.01%	1801
2014 Q1	$2.08M	Buy	58,082 +5,092	+10%	+$174K	﹤0.01%	1937
2013 Q4	$1.95M	Buy	52,990 +1,656	+3%	+$57K	﹤0.01%	1940
2013 Q3	$1.69M	Buy	51,334 +2,231	+5%	+$73.3K	﹤0.01%	1944
2013 Q2	$1.74M	Buy	+49,103	New	+$1.56M	﹤0.01%	1841

Other funds holding SMP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return