Charles Schwab’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
299,550
+21,629
| +8% | +$384K | ﹤0.01% | 2311 |
|
|
2025
Q1 | $5.51M | Buy |
277,921
+1,495
| +0.5% | +$29.7K | ﹤0.01% | 2229 |
|
|
2024
Q4 | $5.4M | Buy |
276,426
+89,312
| +48% | +$1.75M | ﹤0.01% | 2303 |
|
|
2024
Q3 | $4.63M | Buy |
187,114
+98,877
| +112% | +$2.45M | ﹤0.01% | 2413 |
|
|
2024
Q2 | $1.83M | Buy |
+88,237
| New | +$1.83M | ﹤0.01% | 2729 |
|
|
2022
Q1 | – | Sell |
-162,994
| Closed | -$4.6M | – | 3628 |
|
|
2021
Q4 | $4.6M | Sell |
162,994
-622
| -0.4% | -$17.6K | ﹤0.01% | 2387 |
|
|
2021
Q3 | $5.02M | Sell |
163,616
-2,752
| -2% | -$84.4K | ﹤0.01% | 2375 |
|
|
2021
Q2 | $5.05M | Sell |
166,368
-354,240
| -68% | -$10.8M | ﹤0.01% | 2351 |
|
|
2021
Q1 | $15.2M | Sell |
520,608
-1,317
| -0.3% | -$38.4K | 0.01% | 1717 |
|
|
2020
Q4 | $15.2M | Buy |
521,925
+25,391
| +5% | +$740K | 0.01% | 1592 |
|
|
2020
Q3 | $14.9M | Buy |
496,534
+31,051
| +7% | +$929K | 0.01% | 1412 |
|
|
2020
Q2 | $17.1M | Sell |
465,483
-8,449
| -2% | -$310K | 0.01% | 1288 |
|
|
2020
Q1 | $12.6M | Hold |
473,932
| – | – | 0.01% | 1312 |
|
|
2019
Q4 | $11.1M | Buy |
473,932
+74,626
| +19% | +$1.74M | 0.01% | 1622 |
|
|
2019
Q3 | $8.52M | Sell |
399,306
-7,124
| -2% | -$152K | 0.01% | 1693 |
|
|
2019
Q2 | $7.77M | Sell |
406,430
-4,779
| -1% | -$91.4K | ﹤0.01% | 1747 |
|
|
2019
Q1 | $7.52M | Buy |
411,209
+42,639
| +12% | +$779K | ﹤0.01% | 1757 |
|
|
2018
Q4 | $5.84M | Buy |
368,570
+20,862
| +6% | +$330K | ﹤0.01% | 1822 |
|
|
2018
Q3 | $5.76M | Buy |
347,708
+30,063
| +9% | +$498K | ﹤0.01% | 1969 |
|
|
2018
Q2 | $6.35M | Buy |
317,645
+126,974
| +67% | +$2.54M | ﹤0.01% | 1876 |
|
|
2018
Q1 | $2.86M | Buy |
190,671
+86,516
| +83% | +$1.3M | ﹤0.01% | 2187 |
|
|
2017
Q4 | $1.65M | Buy |
104,155
+27,894
| +37% | +$442K | ﹤0.01% | 2362 |
|
|
2017
Q3 | $1.07M | Buy |
+76,261
| New | +$1.07M | ﹤0.01% | 2489 |
|