Charles Schwab’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
311,226
+1,851
| +0.6% | +$24K | ﹤0.01% | 2418 |
|
|
2025
Q1 | $3.83M | Sell |
309,375
-10,640
| -3% | -$132K | ﹤0.01% | 2382 |
|
|
2024
Q4 | $4.02M | Buy |
320,015
+3,277
| +1% | +$41.2K | ﹤0.01% | 2437 |
|
|
2024
Q3 | $4.07M | Sell |
316,738
-121,299
| -28% | -$1.56M | ﹤0.01% | 2473 |
|
|
2024
Q2 | $5.53M | Buy |
438,037
+1,460
| +0.3% | +$18.4K | ﹤0.01% | 2315 |
|
|
2024
Q1 | $5.48M | Buy |
436,577
+8,981
| +2% | +$113K | ﹤0.01% | 2249 |
|
|
2023
Q4 | $6.28M | Buy |
427,596
+18,376
| +4% | +$270K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $4.84M | Buy |
409,220
+32,496
| +9% | +$384K | ﹤0.01% | 2275 |
|
|
2023
Q2 | $4.74M | Buy |
376,724
+2,610
| +0.7% | +$32.8K | ﹤0.01% | 2251 |
|
|
2023
Q1 | $4.73M | Sell |
374,114
-4,532
| -1% | -$57.2K | ﹤0.01% | 2227 |
|
|
2022
Q4 | $5.46M | Buy |
378,646
+10,996
| +3% | +$158K | ﹤0.01% | 2171 |
|
|
2022
Q3 | $4.78M | Sell |
367,650
-8,911
| -2% | -$116K | ﹤0.01% | 2232 |
|
|
2022
Q2 | $5.17M | Sell |
376,561
-4,146
| -1% | -$56.9K | ﹤0.01% | 2174 |
|
|
2022
Q1 | $6.32M | Buy |
380,707
+11,330
| +3% | +$188K | ﹤0.01% | 2168 |
|
|
2021
Q4 | $6.6M | Buy |
369,377
+4,784
| +1% | +$85.5K | ﹤0.01% | 2213 |
|
|
2021
Q3 | $6.95M | Buy |
364,593
+9,594
| +3% | +$183K | ﹤0.01% | 2218 |
|
|
2021
Q2 | $7.21M | Buy |
354,999
+8,518
| +2% | +$173K | ﹤0.01% | 2171 |
|
|
2021
Q1 | $7.06M | Buy |
346,481
+6,892
| +2% | +$140K | ﹤0.01% | 2127 |
|
|
2020
Q4 | $5.99M | Buy |
339,589
+4,267
| +1% | +$75.2K | ﹤0.01% | 2131 |
|
|
2020
Q3 | $4.93M | Sell |
335,322
-24,196
| -7% | -$355K | ﹤0.01% | 2062 |
|
|
2020
Q2 | $5.15M | Buy |
359,518
+19,383
| +6% | +$277K | ﹤0.01% | 2012 |
|
|
2020
Q1 | $5.19M | Buy |
340,135
+8,088
| +2% | +$124K | ﹤0.01% | 1811 |
|
|
2019
Q4 | $6.54M | Buy |
332,047
+6,720
| +2% | +$132K | ﹤0.01% | 1885 |
|
|
2019
Q3 | $5.86M | Sell |
325,327
-39
| -0% | -$703 | ﹤0.01% | 1888 |
|
|
2019
Q2 | $5.88M | Buy |
325,366
+5,674
| +2% | +$103K | ﹤0.01% | 1894 |
|
|
2019
Q1 | $5.27M | Buy |
319,692
+11,482
| +4% | +$189K | ﹤0.01% | 1957 |
|
|
2018
Q4 | $4.97M | Buy |
308,210
+7,790
| +3% | +$126K | ﹤0.01% | 1905 |
|
|
2018
Q3 | $4.51M | Buy |
300,420
+92,687
| +45% | +$1.39M | ﹤0.01% | 2100 |
|
|
2018
Q2 | $3.28M | Buy |
207,733
+14,205
| +7% | +$224K | ﹤0.01% | 2199 |
|
|
2018
Q1 | $2.84M | Buy |
193,528
+2,474
| +1% | +$36.3K | ﹤0.01% | 2190 |
|
|
2017
Q4 | $2.86M | Buy |
191,054
+24,218
| +15% | +$362K | ﹤0.01% | 2174 |
|
|
2017
Q3 | $2.69M | Sell |
166,836
-46,858
| -22% | -$756K | ﹤0.01% | 2172 |
|
|
2017
Q2 | $3.31M | Buy |
213,694
+9,060
| +4% | +$140K | ﹤0.01% | 2018 |
|
|
2017
Q1 | $3.4M | Buy |
204,634
+11,584
| +6% | +$193K | ﹤0.01% | 1972 |
|
|
2016
Q4 | $3.68M | Sell |
193,050
-10,733
| -5% | -$204K | ﹤0.01% | 1904 |
|
|
2016
Q3 | $3.63M | Sell |
203,783
-38,376
| -16% | -$684K | ﹤0.01% | 1837 |
|
|
2016
Q2 | $4.17M | Buy |
242,159
+10,019
| +4% | +$173K | 0.01% | 1681 |
|
|
2016
Q1 | $4.03M | Buy |
232,140
+11,346
| +5% | +$197K | 0.01% | 1644 |
|
|
2015
Q4 | $4.16M | Buy |
220,794
+13,743
| +7% | +$259K | 0.01% | 1643 |
|
|
2015
Q3 | $3.57M | Sell |
207,051
-12,700
| -6% | -$219K | 0.01% | 1693 |
|
|
2015
Q2 | $3.7M | Buy |
219,751
+12,864
| +6% | +$216K | 0.01% | 1743 |
|
|
2015
Q1 | $3.04M | Buy |
206,887
+18,499
| +10% | +$272K | ﹤0.01% | 1823 |
|
|
2014
Q4 | $2.81M | Buy |
188,388
+12,554
| +7% | +$187K | ﹤0.01% | 1817 |
|
|
2014
Q3 | $2.52M | Buy |
175,834
+11,247
| +7% | +$161K | ﹤0.01% | 1827 |
|
|
2014
Q2 | $2.35M | Sell |
164,587
-21,089
| -11% | -$301K | ﹤0.01% | 1893 |
|
|
2014
Q1 | $2.31M | Buy |
185,676
+11,630
| +7% | +$145K | ﹤0.01% | 1869 |
|
|
2013
Q4 | $2.11M | Buy |
174,046
+8,723
| +5% | +$106K | ﹤0.01% | 1890 |
|
|
2013
Q3 | $1.99M | Buy |
165,323
+17,558
| +12% | +$211K | ﹤0.01% | 1846 |
|
|
2013
Q2 | $1.66M | Buy |
+147,765
| New | +$1.66M | ﹤0.01% | 1870 |
|