Charles Schwab
CCC

Charles Schwab’s CCC Intelligent Solutions CCC Stock Holding History

Charles Schwab’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.7M Sell
5,760,428
-1,038,804
-15% -$5.14M ﹤0.01% 1577
2026
Q1 		$40.8M Buy
6,799,232
+369,634
+6% +$2.42M 0.01% 1285
2025
Q4 		$51.1M Buy
6,429,598
+856,266
+15% +$6.96M 0.01% 1146
2025
Q3 		$50.8M Buy
5,573,332
+910,808
+20% +$8.81M 0.01% 1149
2025
Q2 		$43.9M Buy
4,662,524
+237,292
+5% +$2.12M 0.01% 1182
2025
Q1 		$40M Buy
4,425,232
+593,394
+15% +$6.16M 0.01% 1217
2024
Q4 		$44.9M Buy
3,831,838
+20,046
+0.5% +$232K 0.01% 1205
2024
Q3 		$42.1M Buy
3,811,792
+801,320
+27% +$8.65M 0.01% 1240
2024
Q2 		$33.4M Buy
3,010,472
+493,747
+20% +$5.62M 0.01% 1334
2024
Q1 		$30.1M Buy
2,516,725
+335,387
+15% +$3.83M 0.01% 1367
2023
Q4 		$24.8M Buy
2,181,338
+435,866
+25% +$5.09M 0.01% 1456
2023
Q3 		$23.3M Buy
1,745,472
+844,719
+94% +$9.27M 0.01% 1407
2023
Q2 		$10.1M Buy
900,753
+13,983
+2% +$137K ﹤0.01% 1906
2023
Q1 		$7.95M Sell
886,770
-975
-0.1% -$8.68K ﹤0.01% 1983
2022
Q4 		$7.72M Buy
887,745
+22,598
+3% +$201K ﹤0.01% 1995
2022
Q3 		$7.87M Buy
865,147
+541,740
+168% +$5.12M ﹤0.01% 1970
2022
Q2 		$2.98M Buy
323,407
+16,896
+6% +$155K ﹤0.01% 2419
2022
Q1 		$3.38M Buy
306,511
+10,591
+4% +$111K ﹤0.01% 2463
2021
Q4 		$3.37M Buy
295,920
+11,403
+4% +$133K ﹤0.01% 2542
2021
Q3 		$2.99M Buy
+284,517
New +$2.94M ﹤0.01% 2602

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab's CCC Position: Q2 2026 in Review

Charles Schwab reduced its CCC Intelligent Solutions (CCC) stake by 15% in Q2 2026, selling an estimated $5.14M and leaving 5,760,428 shares worth $29.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Charles Schwab first reported a position in CCC in Q3 2021 and has held it in 20 quarters since. The position peaked at $51.1M in Q4 2025. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Charles Schwab held 5,760,428 shares of CCC Intelligent Solutions worth $29.7M as of Q2 2026.
  • Charles Schwab sold 1,038,804 CCC Intelligent Solutions shares in Q2 2026, an estimated $5.14M.
  • CCC Intelligent Solutions made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1577 holding.
  • Charles Schwab first reported a position in CCC Intelligent Solutions in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's CCC Intelligent Solutions position peaked at $51.1M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.