Stifel Financial’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 | $100M | Buy |
1,096,914
+162,081
| +17% | +$14.8M | 0.1% | 208 |
|
|
2025
Q1 | $73.2M | Buy |
934,833
+92,959
| +11% | +$7.28M | 0.08% | 251 |
|
|
2024
Q4 | $62.3M | Sell |
841,874
-4,623
| -0.5% | -$342K | 0.06% | 282 |
|
|
2024
Q3 | $54.9M | Sell |
846,497
-204,357
| -19% | -$13.2M | 0.06% | 305 |
|
|
2024
Q2 | $77.4M | Sell |
1,050,854
-147,340
| -12% | -$10.9M | 0.09% | 227 |
|
|
2024
Q1 | $86.7M | Sell |
1,198,194
-71,244
| -6% | -$5.15M | 0.1% | 214 |
|
|
2023
Q4 | $87.3M | Buy |
1,269,438
+104,749
| +9% | +$7.21M | 0.11% | 190 |
|
|
2023
Q3 | $63.9M | Buy |
1,164,689
+66,351
| +6% | +$3.64M | 0.09% | 228 |
|
|
2023
Q2 | $62.3M | Sell |
1,098,338
-86,424
| -7% | -$4.9M | 0.09% | 235 |
|
|
2023
Q1 | $62.1M | Sell |
1,184,762
-59,345
| -5% | -$3.11M | 0.09% | 224 |
|
|
2022
Q4 | $104M | Sell |
1,244,107
-47,094
| -4% | -$3.92M | 0.16% | 154 |
|
|
2022
Q3 | $92.8M | Sell |
1,291,201
-43,375
| -3% | -$3.12M | 0.15% | 152 |
|
|
2022
Q2 | $84.3M | Sell |
1,334,576
-115,425
| -8% | -$7.29M | 0.13% | 172 |
|
|
2022
Q1 | $122M | Sell |
1,450,001
-2,406
| -0.2% | -$203K | 0.17% | 143 |
|
|
2021
Q4 | $122M | Buy |
1,452,407
+100,539
| +7% | +$8.46M | 0.16% | 144 |
|
|
2021
Q3 | $98.5M | Buy |
1,351,868
+61,566
| +5% | +$4.48M | 0.14% | 154 |
|
|
2021
Q2 | $93.9M | Buy |
1,290,302
+175,799
| +16% | +$12.8M | 0.14% | 157 |
|
|
2021
Q1 | $72.6M | Buy |
1,114,503
+12,546
| +1% | +$818K | 0.12% | 177 |
|
|
2020
Q4 | $58.4M | Buy |
1,101,957
+47,109
| +4% | +$2.5M | 0.1% | 193 |
|
|
2020
Q3 | $38.2M | Sell |
1,054,848
-7,830
| -0.7% | -$284K | 0.08% | 234 |
|
|
2020
Q2 | $35.9M | Sell |
1,062,678
-152,653
| -13% | -$5.15M | 0.08% | 222 |
|
|
2020
Q1 | $41M | Buy |
1,215,331
+25,049
| +2% | +$844K | 0.11% | 188 |
|
|
2019
Q4 | $56.6M | Buy |
1,190,282
+75,803
| +7% | +$3.6M | 0.12% | 185 |
|
|
2019
Q3 | $46.6M | Buy |
1,114,479
+125,708
| +13% | +$5.26M | 0.12% | 191 |
|
|
2019
Q2 | $39.7M | Buy |
988,771
+130,573
| +15% | +$5.24M | 0.1% | 205 |
|
|
2019
Q1 | $36.7M | Buy |
858,198
+282,501
| +49% | +$12.1M | 0.1% | 209 |
|
|
2018
Q4 | $23.9M | Buy |
575,697
+163,118
| +40% | +$6.78M | 0.08% | 247 |
|
|
2018
Q3 | $20.3M | Sell |
412,579
-2,404
| -0.6% | -$118K | 0.06% | 300 |
|
|
2018
Q2 | $21.2M | Sell |
414,983
-1,128
| -0.3% | -$57.6K | 0.07% | 295 |
|
|
2018
Q1 | $21.7M | Buy |
416,111
+48,619
| +13% | +$2.54M | 0.07% | 284 |
|
|
2017
Q4 | $18.8M | Buy |
367,492
+15,339
| +4% | +$786K | 0.06% | 321 |
|
|
2017
Q3 | $15.4M | Sell |
352,153
-10,287
| -3% | -$450K | 0.05% | 353 |
|
|
2017
Q2 | $15.6M | Buy |
362,440
+22,365
| +7% | +$960K | 0.06% | 327 |
|
|
2017
Q1 | $13.9M | Buy |
340,075
+17,320
| +5% | +$706K | 0.05% | 350 |
|
|
2016
Q4 | $12.7M | Buy |
322,755
+39,980
| +14% | +$1.58M | 0.05% | 349 |
|
|
2016
Q3 | $8.93M | Buy |
282,775
+60,698
| +27% | +$1.92M | 0.04% | 418 |
|
|
2016
Q2 | $5.62M | Buy |
222,077
+38,356
| +21% | +$971K | 0.03% | 557 |
|
|
2016
Q1 | $5.15M | Buy |
183,721
+123,480
| +205% | +$3.46M | 0.03% | 537 |
|
|
2015
Q4 | $1.98M | Sell |
60,241
-1,450
| -2% | -$47.7K | 0.01% | 967 |
|
|
2015
Q3 | $1.76M | Buy |
61,691
+8,454
| +16% | +$241K | 0.01% | 970 |
|
|
2015
Q2 | $1.72M | Buy |
53,237
+3,546
| +7% | +$115K | 0.01% | 1093 |
|
|
2015
Q1 | $1.51M | Sell |
49,691
-26,021
| -34% | -$792K | 0.01% | 1069 |
|
|
2014
Q4 | $2.29M | Buy |
75,712
+15,837
| +26% | +$478K | 0.01% | 857 |
|
|
2014
Q3 | $1.76M | Buy |
59,875
+9,092
| +18% | +$267K | 0.02% | 814 |
|
|
2014
Q2 | $1.37M | Buy |
50,783
+12,806
| +34% | +$345K | 0.01% | 951 |
|
|
2014
Q1 | $1.04M | Buy |
+37,977
| New | +$1.04M | 0.01% | 1052 |
|