Hilltop Holdings’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Sell |
9,844
-533
| -5% | -$48.6K | 0.06% | 353 |
|
|
2025
Q1 | $812K | Sell |
10,377
-856
| -8% | -$67K | 0.05% | 368 |
|
|
2024
Q4 | $831K | Sell |
11,233
-1,414
| -11% | -$105K | 0.05% | 366 |
|
|
2024
Q3 | $820K | Buy |
12,647
+5,267
| +71% | +$341K | 0.05% | 358 |
|
|
2024
Q2 | $544K | Sell |
7,380
-13
| -0.2% | -$958 | 0.06% | 343 |
|
|
2024
Q1 | $535K | Buy |
7,393
+285
| +4% | +$20.6K | 0.06% | 355 |
|
|
2023
Q4 | $489K | Sell |
7,108
-466
| -6% | -$32.1K | 0.06% | 363 |
|
|
2023
Q3 | $416K | Sell |
7,574
-12,059
| -61% | -$662K | 0.05% | 377 |
|
|
2023
Q2 | $1.11M | Buy |
19,633
+1,281
| +7% | +$72.6K | 0.14% | 171 |
|
|
2023
Q1 | $961K | Buy |
18,352
+12,144
| +196% | +$636K | 0.13% | 165 |
|
|
2022
Q4 | $517K | Buy |
+6,208
| New | +$517K | 0.07% | 271 |
|
|
2021
Q3 | – | Sell |
-4,914
| Closed | -$357K | – | 619 |
|
|
2021
Q2 | $357K | Buy |
+4,914
| New | +$357K | 0.04% | 405 |
|
|
2018
Q4 | – | Sell |
-7,102
| Closed | -$349K | – | 406 |
|
|
2018
Q3 | $349K | Sell |
7,102
-1,529
| -18% | -$75.1K | 0.07% | 290 |
|
|
2018
Q2 | $441K | Buy |
+8,631
| New | +$441K | 0.09% | 230 |
|
|
2014
Q3 | – | Sell |
-10,805
| Closed | -$291K | – | 223 |
|
|
2014
Q2 | $291K | Sell |
10,805
-270
| -2% | -$7.27K | 0.14% | 175 |
|
|
2014
Q1 | $303K | Buy |
11,075
+895
| +9% | +$24.5K | 0.15% | 161 |
|
|
2013
Q4 | $265K | Buy |
+10,180
| New | +$265K | 0.14% | 186 |
|