Charles Schwab’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.3M | Sell |
777,133
-10,217
| -1% | -$1.27M | 0.02% | 693 |
|
|
2025
Q1 | $88.5M | Sell |
787,350
-13,394
| -2% | -$1.51M | 0.02% | 713 |
|
|
2024
Q4 | $99.9M | Sell |
800,744
-2,097
| -0.3% | -$262K | 0.02% | 673 |
|
|
2024
Q3 | $87.1M | Buy |
802,841
+213,559
| +36% | +$23.2M | 0.02% | 747 |
|
|
2024
Q2 | $58.1M | Buy |
589,282
+9,018
| +2% | +$889K | 0.01% | 951 |
|
|
2024
Q1 | $60.6M | Buy |
580,264
+21,309
| +4% | +$2.22M | 0.01% | 890 |
|
|
2023
Q4 | $51.8M | Buy |
558,955
+19,292
| +4% | +$1.79M | 0.01% | 953 |
|
|
2023
Q3 | $40.7M | Buy |
539,663
+26,469
| +5% | +$2M | 0.01% | 1031 |
|
|
2023
Q2 | $37.3M | Buy |
513,194
+13,609
| +3% | +$988K | 0.01% | 1069 |
|
|
2023
Q1 | $36.4M | Buy |
499,585
+10,308
| +2% | +$752K | 0.01% | 1051 |
|
|
2022
Q4 | $41.4M | Buy |
489,277
+12,077
| +3% | +$1.02M | 0.01% | 943 |
|
|
2022
Q3 | $38.9M | Buy |
477,200
+38,915
| +9% | +$3.17M | 0.01% | 917 |
|
|
2022
Q2 | $35.1M | Buy |
438,285
+24,120
| +6% | +$1.93M | 0.01% | 990 |
|
|
2022
Q1 | $38.5M | Buy |
414,165
+11,240
| +3% | +$1.04M | 0.01% | 1053 |
|
|
2021
Q4 | $36.6M | Buy |
402,925
+4,910
| +1% | +$446K | 0.01% | 1114 |
|
|
2021
Q3 | $32M | Buy |
398,015
+5,547
| +1% | +$446K | 0.01% | 1176 |
|
|
2021
Q2 | $29.7M | Buy |
392,468
+9,851
| +3% | +$745K | 0.01% | 1255 |
|
|
2021
Q1 | $29M | Sell |
382,617
-15,238
| -4% | -$1.16M | 0.01% | 1218 |
|
|
2020
Q4 | $24.3M | Buy |
397,855
+9,477
| +2% | +$579K | 0.01% | 1256 |
|
|
2020
Q3 | $15.6M | Sell |
388,378
-118,753
| -23% | -$4.76M | 0.01% | 1379 |
|
|
2020
Q2 | $22.1M | Buy |
507,131
+20,649
| +4% | +$901K | 0.01% | 1093 |
|
|
2020
Q1 | $16M | Buy |
486,482
+28,995
| +6% | +$953K | 0.01% | 1155 |
|
|
2019
Q4 | $32.4M | Buy |
457,487
+15,287
| +3% | +$1.08M | 0.02% | 897 |
|
|
2019
Q3 | $28.6M | Buy |
442,200
+26,944
| +6% | +$1.74M | 0.02% | 925 |
|
|
2019
Q2 | $30.4M | Buy |
415,256
+10,731
| +3% | +$785K | 0.02% | 858 |
|
|
2019
Q1 | $27.2M | Buy |
404,525
+32,505
| +9% | +$2.19M | 0.02% | 919 |
|
|
2018
Q4 | $24.7M | Buy |
372,020
+1,988
| +0.5% | +$132K | 0.02% | 846 |
|
|
2018
Q3 | $31.4M | Buy |
370,032
+113,527
| +44% | +$9.64M | 0.02% | 823 |
|
|
2018
Q2 | $22.3M | Sell |
256,505
-76,215
| -23% | -$6.63M | 0.02% | 999 |
|
|
2018
Q1 | $28.6M | Buy |
332,720
+12,557
| +4% | +$1.08M | 0.02% | 771 |
|
|
2017
Q4 | $26.4M | Buy |
320,163
+14,387
| +5% | +$1.19M | 0.02% | 793 |
|
|
2017
Q3 | $23.9M | Buy |
305,776
+15,422
| +5% | +$1.21M | 0.02% | 792 |
|
|
2017
Q2 | $22.2M | Buy |
290,354
+12,868
| +5% | +$984K | 0.02% | 787 |
|
|
2017
Q1 | $19.2M | Buy |
277,486
+38,312
| +16% | +$2.65M | 0.02% | 854 |
|
|
2016
Q4 | $17.4M | Buy |
239,174
+14,528
| +6% | +$1.05M | 0.02% | 846 |
|
|
2016
Q3 | $12.5M | Buy |
224,646
+29,880
| +15% | +$1.66M | 0.01% | 1004 |
|
|
2016
Q2 | $9.93M | Buy |
194,766
+5,575
| +3% | +$284K | 0.01% | 1072 |
|
|
2016
Q1 | $8.39M | Buy |
189,191
+3,584
| +2% | +$159K | 0.01% | 1151 |
|
|
2015
Q4 | $9.01M | Buy |
185,607
+15,186
| +9% | +$737K | 0.01% | 1093 |
|
|
2015
Q3 | $9.11M | Buy |
170,421
+10,461
| +7% | +$559K | 0.01% | 1057 |
|
|
2015
Q2 | $8.54M | Buy |
159,960
+4,494
| +3% | +$240K | 0.01% | 1163 |
|
|
2015
Q1 | $7.41M | Sell |
155,466
-21,037
| -12% | -$1M | 0.01% | 1218 |
|
|
2014
Q4 | $8.25M | Buy |
176,503
+38,469
| +28% | +$1.8M | 0.01% | 1033 |
|
|
2014
Q3 | $6.17M | Sell |
138,034
-944
| -0.7% | -$42.2K | 0.01% | 1185 |
|
|
2014
Q2 | $6.39M | Buy |
138,978
+7,305
| +6% | +$336K | 0.01% | 1198 |
|
|
2014
Q1 | $6.41M | Buy |
131,673
+23,049
| +21% | +$1.12M | 0.01% | 1133 |
|
|
2013
Q4 | $5.01M | Buy |
108,624
+7,494
| +7% | +$346K | 0.01% | 1253 |
|
|
2013
Q3 | $4.19M | Buy |
101,130
+4,895
| +5% | +$203K | 0.01% | 1311 |
|
|
2013
Q2 | $3.79M | Buy |
+96,235
| New | +$3.79M | 0.01% | 1286 |
|