Charles Schwab’s Stewart Information Services STC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1M | Sell |
507,746
-25,137
| -5% | -$1.64M | 0.01% | 1361 |
|
|
2025
Q1 | $38M | Sell |
532,883
-9,484
| -2% | -$677K | 0.01% | 1258 |
|
|
2024
Q4 | $36.6M | Buy |
542,367
+5,748
| +1% | +$388K | 0.01% | 1345 |
|
|
2024
Q3 | $40.1M | Sell |
536,619
-1,489
| -0.3% | -$111K | 0.01% | 1275 |
|
|
2024
Q2 | $33.4M | Buy |
538,108
+11,862
| +2% | +$736K | 0.01% | 1335 |
|
|
2024
Q1 | $34.2M | Sell |
526,246
-425,453
| -45% | -$27.7M | 0.01% | 1268 |
|
|
2023
Q4 | $55.9M | Buy |
951,699
+8,004
| +0.8% | +$470K | 0.01% | 889 |
|
|
2023
Q3 | $41.3M | Buy |
943,695
+51,044
| +6% | +$2.24M | 0.01% | 1011 |
|
|
2023
Q2 | $36.7M | Buy |
892,651
+39,319
| +5% | +$1.62M | 0.01% | 1084 |
|
|
2023
Q1 | $34.4M | Buy |
853,332
+401,039
| +89% | +$16.2M | 0.01% | 1086 |
|
|
2022
Q4 | $19.3M | Buy |
452,293
+36,943
| +9% | +$1.58M | 0.01% | 1471 |
|
|
2022
Q3 | $18.1M | Buy |
415,350
+20,130
| +5% | +$879K | 0.01% | 1439 |
|
|
2022
Q2 | $19.7M | Buy |
395,220
+66,375
| +20% | +$3.3M | 0.01% | 1422 |
|
|
2022
Q1 | $19.9M | Buy |
328,845
+11,391
| +4% | +$690K | 0.01% | 1557 |
|
|
2021
Q4 | $25.3M | Sell |
317,454
-2,047
| -0.6% | -$163K | 0.01% | 1388 |
|
|
2021
Q3 | $20.2M | Buy |
319,501
+8,681
| +3% | +$549K | 0.01% | 1575 |
|
|
2021
Q2 | $17.6M | Buy |
310,820
+2,015
| +0.7% | +$114K | 0.01% | 1676 |
|
|
2021
Q1 | $16.1M | Buy |
308,805
+1,629
| +0.5% | +$84.8K | 0.01% | 1681 |
|
|
2020
Q4 | $14.9M | Sell |
307,176
-19,829
| -6% | -$959K | 0.01% | 1609 |
|
|
2020
Q3 | $14.3M | Buy |
327,005
+22,382
| +7% | +$979K | 0.01% | 1438 |
|
|
2020
Q2 | $9.9M | Sell |
304,623
-21,397
| -7% | -$696K | ﹤0.01% | 1659 |
|
|
2020
Q1 | $8.7M | Buy |
326,020
+24,094
| +8% | +$643K | 0.01% | 1521 |
|
|
2019
Q4 | $12.3M | Buy |
301,926
+6,886
| +2% | +$281K | 0.01% | 1545 |
|
|
2019
Q3 | $11.4M | Buy |
295,040
+16,565
| +6% | +$643K | 0.01% | 1519 |
|
|
2019
Q2 | $11.3M | Sell |
278,475
-3,637
| -1% | -$147K | 0.01% | 1522 |
|
|
2019
Q1 | $12M | Sell |
282,112
-45,208
| -14% | -$1.93M | 0.01% | 1464 |
|
|
2018
Q4 | $13.6M | Buy |
327,320
+4,232
| +1% | +$175K | 0.01% | 1242 |
|
|
2018
Q3 | $14.5M | Buy |
323,088
+14,583
| +5% | +$656K | 0.01% | 1375 |
|
|
2018
Q2 | $13.3M | Buy |
308,505
+38,158
| +14% | +$1.64M | 0.01% | 1397 |
|
|
2018
Q1 | $11.9M | Buy |
270,347
+37,126
| +16% | +$1.63M | 0.01% | 1374 |
|
|
2017
Q4 | $9.87M | Buy |
233,221
+20,901
| +10% | +$884K | 0.01% | 1485 |
|
|
2017
Q3 | $8.02M | Buy |
212,320
+5,210
| +3% | +$197K | 0.01% | 1593 |
|
|
2017
Q2 | $9.4M | Buy |
207,110
+6,508
| +3% | +$295K | 0.01% | 1397 |
|
|
2017
Q1 | $8.86M | Buy |
200,602
+22,954
| +13% | +$1.01M | 0.01% | 1394 |
|
|
2016
Q4 | $8.19M | Buy |
177,648
+11,792
| +7% | +$543K | 0.01% | 1404 |
|
|
2016
Q3 | $7.37M | Buy |
165,856
+15,189
| +10% | +$675K | 0.01% | 1385 |
|
|
2016
Q2 | $6.24M | Buy |
150,667
+12,051
| +9% | +$499K | 0.01% | 1414 |
|
|
2016
Q1 | $5.03M | Buy |
138,616
+27,402
| +25% | +$994K | 0.01% | 1516 |
|
|
2015
Q4 | $4.15M | Buy |
111,214
+607
| +0.5% | +$22.7K | 0.01% | 1644 |
|
|
2015
Q3 | $4.53M | Buy |
110,607
+8,113
| +8% | +$332K | 0.01% | 1539 |
|
|
2015
Q2 | $4.08M | Buy |
102,494
+9,582
| +10% | +$381K | 0.01% | 1680 |
|
|
2015
Q1 | $3.78M | Buy |
92,912
+11,547
| +14% | +$469K | 0.01% | 1702 |
|
|
2014
Q4 | $3.01M | Buy |
81,365
+2,504
| +3% | +$92.8K | ﹤0.01% | 1778 |
|
|
2014
Q3 | $2.32M | Sell |
78,861
-1,883
| -2% | -$55.3K | ﹤0.01% | 1878 |
|
|
2014
Q2 | $2.5M | Buy |
80,744
+2,165
| +3% | +$67.1K | ﹤0.01% | 1863 |
|
|
2014
Q1 | $2.76M | Buy |
78,579
+9,916
| +14% | +$348K | 0.01% | 1770 |
|
|
2013
Q4 | $2.22M | Buy |
68,663
+9,092
| +15% | +$293K | ﹤0.01% | 1853 |
|
|
2013
Q3 | $1.92M | Buy |
59,571
+9,471
| +19% | +$305K | ﹤0.01% | 1865 |
|
|
2013
Q2 | $1.34M | Buy |
+50,100
| New | +$1.34M | ﹤0.01% | 1982 |
|