Charles Schwab’s United States Lime & Minerals USLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2M Buy
102,360
+1,886
+2% +$188K ﹤0.01% 2003
2025
Q1
$8.88M Buy
100,474
+4,318
+4% +$382K ﹤0.01% 2007
2024
Q4
$12.8M Buy
96,156
+10,399
+12% +$1.38M ﹤0.01% 1906
2024
Q3
$8.38M Buy
85,757
+2,927
+4% +$286K ﹤0.01% 2120
2024
Q2
$6.03M Buy
82,830
+1,430
+2% +$104K ﹤0.01% 2276
2024
Q1
$4.85M Buy
81,400
+1,865
+2% +$111K ﹤0.01% 2297
2023
Q4
$3.66M Buy
79,535
+735
+0.9% +$33.9K ﹤0.01% 2438
2023
Q3
$3.17M Buy
78,800
+1,380
+2% +$55.5K ﹤0.01% 2442
2023
Q2
$3.23M Buy
77,420
+2,885
+4% +$121K ﹤0.01% 2395
2023
Q1
$2.28M Sell
74,535
-930
-1% -$28.4K ﹤0.01% 2493
2022
Q4
$2.12M Buy
75,465
+3,395
+5% +$95.6K ﹤0.01% 2554
2022
Q3
$1.47M Sell
72,070
-1,850
-3% -$37.8K ﹤0.01% 2671
2022
Q2
$1.56M Sell
73,920
-1,925
-3% -$40.7K ﹤0.01% 2637
2022
Q1
$1.76M Buy
75,845
+3,470
+5% +$80.6K ﹤0.01% 2686
2021
Q4
$1.87M Buy
72,375
+700
+1% +$18.1K ﹤0.01% 2723
2021
Q3
$1.73M Buy
71,675
+2,460
+4% +$59.4K ﹤0.01% 2729
2021
Q2
$1.93M Buy
69,215
+300
+0.4% +$8.35K ﹤0.01% 2725
2021
Q1
$1.84M Buy
68,915
+285
+0.4% +$7.62K ﹤0.01% 2685
2020
Q4
$1.57M Buy
68,630
+830
+1% +$18.9K ﹤0.01% 2662
2020
Q3
$1.22M Sell
67,800
-3,300
-5% -$59.5K ﹤0.01% 2631
2020
Q2
$1.2M Buy
71,100
+3,440
+5% +$58.1K ﹤0.01% 2571
2020
Q1
$1M Buy
67,660
+1,010
+2% +$14.9K ﹤0.01% 2488
2019
Q4
$1.2M Buy
66,650
+550
+0.8% +$9.94K ﹤0.01% 2543
2019
Q3
$1.01M Buy
66,100
+2,890
+5% +$44.2K ﹤0.01% 2567
2019
Q2
$1.01M Buy
63,210
+6,595
+12% +$106K ﹤0.01% 2566
2019
Q1
$874K Sell
56,615
-7,325
-11% -$113K ﹤0.01% 2593
2018
Q4
$908K Buy
63,940
+4,640
+8% +$65.9K ﹤0.01% 2564
2018
Q3
$937K Buy
59,300
+8,300
+16% +$131K ﹤0.01% 2648
2018
Q2
$856K Buy
51,000
+8,650
+20% +$145K ﹤0.01% 2629
2018
Q1
$620K Sell
42,350
-4,830
-10% -$70.7K ﹤0.01% 2670
2017
Q4
$728K Buy
47,180
+2,340
+5% +$36.1K ﹤0.01% 2623
2017
Q3
$754K Buy
44,840
+18,560
+71% +$312K ﹤0.01% 2585
2017
Q2
$413K Buy
26,280
+95
+0.4% +$1.49K ﹤0.01% 2753
2017
Q1
$414K Buy
26,185
+855
+3% +$13.5K ﹤0.01% 2709
2016
Q4
$384K Buy
25,330
+770
+3% +$11.7K ﹤0.01% 2750
2016
Q3
$325K Buy
24,560
+680
+3% +$9K ﹤0.01% 2758
2016
Q2
$282K Buy
23,880
+210
+0.9% +$2.48K ﹤0.01% 2808
2016
Q1
$285K Buy
23,670
+255
+1% +$3.07K ﹤0.01% 2790
2015
Q4
$258K Buy
23,415
+325
+1% +$3.58K ﹤0.01% 2909
2015
Q3
$211K Buy
23,090
+945
+4% +$8.64K ﹤0.01% 2944
2015
Q2
$258K Buy
22,145
+410
+2% +$4.78K ﹤0.01% 2928
2015
Q1
$281K Buy
21,735
+580
+3% +$7.5K ﹤0.01% 2860
2014
Q4
$309K Buy
21,155
+305
+1% +$4.46K ﹤0.01% 2833
2014
Q3
$243K Buy
20,850
+255
+1% +$2.97K ﹤0.01% 2885
2014
Q2
$267K Buy
+20,595
New +$267K ﹤0.01% 2906
2013
Q4
Sell
-21,995
Closed -$259K 3084
2013
Q3
$259K Buy
21,995
+970
+5% +$11.4K ﹤0.01% 2823
2013
Q2
$222K Buy
+21,025
New +$222K ﹤0.01% 2850