Charles Schwab’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69.9M | Sell |
788,678
-45,275
| -5% | -$4.05M | 0.01% | 1011 |
|
|
2026
Q1 | $72.5M | Sell |
833,953
-58,108
| -7% | -$4.95M | 0.01% | 916 |
|
|
2025
Q4 | $71.4M | Sell |
892,061
-31,569
| -3% | -$2.53M | 0.01% | 921 |
|
|
2025
Q3 | $72.4M | Buy |
923,630
+12,143
| +1% | +$946K | 0.01% | 911 |
|
|
2025
Q2 | $67.8M | Sell |
911,487
-58,640
| -6% | -$4.23M | 0.01% | 907 |
|
|
2025
Q1 | $69.7M | Sell |
970,127
-20,596
| -2% | -$1.52M | 0.01% | 846 |
|
|
2024
Q4 | $70.1M | Buy |
990,723
+12,913
| +1% | +$960K | 0.01% | 878 |
|
|
2024
Q3 | $72.1M | Buy |
977,810
+35,106
| +4% | +$2.54M | 0.01% | 852 |
|
|
2024
Q2 | $66.3M | Buy |
942,704
+40,209
| +4% | +$3.01M | 0.01% | 859 |
|
|
2024
Q1 | $68.7M | Buy |
902,495
+325,379
| +56% | +$21.1M | 0.02% | 811 |
|
|
2023
Q4 | $36.6M | Buy |
577,116
+13,668
| +2% | +$822K | 0.01% | 1208 |
|
|
2023
Q3 | $34M | Sell |
563,448
-15,402
| -3% | -$983K | 0.01% | 1155 |
|
|
2023
Q2 | $36.8M | Buy |
578,850
+11,055
| +2% | +$654K | 0.01% | 1084 |
|
|
2023
Q1 | $35.5M | Buy |
567,795
+19,762
| +4% | +$1.26M | 0.01% | 1069 |
|
|
2022
Q4 | $33.9M | Buy |
548,033
+11,892
| +2% | +$809K | 0.01% | 1068 |
|
|
2022
Q3 | $37.4M | Buy |
536,141
+12,544
| +2% | +$1.02M | 0.01% | 947 |
|
|
2022
Q2 | $45.6M | Sell |
523,597
-11,047
| -2% | -$975K | 0.02% | 798 |
|
|
2022
Q1 | $41.9M | Buy |
534,644
+58,409
| +12% | +$4.09M | 0.01% | 994 |
|
|
2021
Q4 | $33.4M | Buy |
476,235
+22,848
| +5% | +$1.57M | 0.01% | 1190 |
|
|
2021
Q3 | $30.3M | Sell |
453,387
-112,203
| -20% | -$7.83M | 0.01% | 1218 |
|
|
2021
Q2 | $37.4M | Buy |
565,590
+23,031
| +4% | +$1.57M | 0.01% | 1081 |
|
|
2021
Q1 | $37.3M | Sell |
542,559
-586
| -0.1% | -$37.1K | 0.01% | 1028 |
|
|
2020
Q4 | $33M | Buy |
543,145
+13,720
| +3% | +$904K | 0.01% | 1038 |
|
|
2020
Q3 | $33.4M | Sell |
529,425
-520
| -0.1% | -$34.8K | 0.02% | 890 |
|
|
2020
Q2 | $36.6M | Buy |
529,945
+25,956
| +5% | +$1.89M | 0.02% | 766 |
|
|
2020
Q1 | $35.1M | Sell |
503,989
-102,939
| -17% | -$7.4M | 0.02% | 670 |
|
|
2019
Q4 | $46.1M | Buy |
606,928
+14,251
| +2% | +$1.16M | 0.02% | 674 |
|
|
2019
Q3 | $54M | Buy |
592,677
+122,632
| +26% | +$11M | 0.03% | 533 |
|
|
2019
Q2 | $42.1M | Sell |
470,045
-6,731
| -1% | -$572K | 0.03% | 655 |
|
|
2019
Q1 | $39.2M | Buy |
476,776
+67,167
| +16% | +$5.37M | 0.03% | 678 |
|
|
2018
Q4 | $31.3M | Buy |
409,609
+47,257
| +13% | +$3.79M | 0.02% | 676 |
|
|
2018
Q3 | $28.6M | Buy |
362,352
+58,646
| +19% | +$4.63M | 0.02% | 897 |
|
|
2018
Q2 | $23.2M | Buy |
303,706
+52,288
| +21% | +$3.82M | 0.02% | 972 |
|
|
2018
Q1 | $17M | Buy |
251,418
+15,707
| +7% | +$1.12M | 0.01% | 1119 |
|
|
2017
Q4 | $19M | Buy |
235,711
+9,948
| +4% | +$808K | 0.02% | 1018 |
|
|
2017
Q3 | $17.5M | Sell |
225,763
-2,641
| -1% | -$209K | 0.02% | 1029 |
|
|
2017
Q2 | $16.7M | Sell |
228,404
-210,674
| -48% | -$16.8M | 0.02% | 989 |
|
|
2017
Q1 | $36.4M | Buy |
439,078
+61,226
| +16% | +$4.99M | 0.04% | 489 |
|
|
2016
Q4 | $29M | Sell |
377,852
-35,646
| -9% | -$2.57M | 0.03% | 543 |
|
|
2016
Q3 | $28.9M | Buy |
413,498
+33,689
| +9% | +$2.48M | 0.03% | 520 |
|
|
2016
Q2 | $29.9M | Buy |
379,809
+51,098
| +16% | +$3.53M | 0.04% | 481 |
|
|
2016
Q1 | $21.6M | Buy |
328,711
+18,453
| +6% | +$1.11M | 0.03% | 577 |
|
|
2015
Q4 | $17.1M | Buy |
310,258
+17,799
| +6% | +$1.02M | 0.02% | 673 |
|
|
2015
Q3 | $17.1M | Buy |
292,459
+52,868
| +22% | +$2.92M | 0.03% | 628 |
|
|
2015
Q2 | $12.7M | Buy |
239,591
+52,972
| +28% | +$2.91M | 0.02% | 847 |
|
|
2015
Q1 | $10.9M | Buy |
186,619
+16,626
| +10% | +$982K | 0.02% | 947 |
|
|
2014
Q4 | $10.5M | Sell |
169,993
-22,117
| -12% | -$1.25M | 0.02% | 861 |
|
|
2014
Q3 | $9.33M | Buy |
192,110
+2,721
| +1% | +$139K | 0.02% | 882 |
|
|
2014
Q2 | $10M | Buy |
189,389
+3,109
| +2% | +$165K | 0.02% | 838 |
|
|
2014
Q1 | $9.96M | Buy |
186,280
+38,549
| +26% | +$2.07M | 0.02% | 801 |
|
|
2013
Q4 | $8.26M | Buy |
147,731
+7,089
| +5% | +$375K | 0.02% | 859 |
|
|
2013
Q3 | $7.06M | Buy |
140,642
+5,408
| +4% | +$262K | 0.01% | 888 |
|
|
2013
Q2 | $6.28M | Buy |
+135,234
| New | +$6.59M | 0.01% | 858 |
|
Other funds holding SWX
CM
MC
Charles Schwab's SWX Position: Q2 2026 in Review
Charles Schwab reduced its Southwest Gas (SWX) stake by 5.4% in Q2 2026, selling an estimated $4.05M and leaving 788,678 shares worth $69.9M. The position accounts for 0.01% of the portfolio, ranked #1011.
Charles Schwab first reported a position in SWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $72.5M in Q1 2026. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.
- Charles Schwab held 788,678 shares of Southwest Gas worth $69.9M as of Q2 2026.
- Charles Schwab sold 45,275 Southwest Gas shares in Q2 2026, an estimated $4.05M.
- Southwest Gas made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1011 holding.
- Charles Schwab first reported a position in Southwest Gas in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Southwest Gas position peaked at $72.5M in Q1 2026.
- 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.