Charles Schwab’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.02M | Buy |
880,203
+36,407
| +4% | +$278K | ﹤0.01% | 2404 |
|
|
2025
Q4 | $7.43M | Buy |
843,796
+141,372
| +20% | +$1.46M | ﹤0.01% | 2274 |
|
|
2025
Q3 | $8.58M | Sell |
702,424
-46,940
| -6% | -$513K | ﹤0.01% | 2180 |
|
|
2025
Q2 | $8.77M | Sell |
749,364
-48,246
| -6% | -$571K | ﹤0.01% | 2082 |
|
|
2025
Q1 | $7.9M | Buy |
797,610
+40,218
| +5% | +$489K | ﹤0.01% | 2062 |
|
|
2024
Q4 | $8.07M | Buy |
757,392
+57,817
| +8% | +$628K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $8.19M | Buy |
699,575
+12,720
| +2% | +$168K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $9.51M | Sell |
686,855
-365
| -0.1% | -$6K | ﹤0.01% | 2063 |
|
|
2024
Q1 | $12.3M | Buy |
687,220
+51,229
| +8% | +$884K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $11.2M | Buy |
635,991
+28,961
| +5% | +$425K | ﹤0.01% | 1926 |
|
|
2023
Q3 | $8.83M | Buy |
607,030
+32,790
| +6% | +$551K | ﹤0.01% | 1980 |
|
|
2023
Q2 | $10.5M | Buy |
574,240
+4,187
| +0.7% | +$88.4K | ﹤0.01% | 1889 |
|
|
2023
Q1 | $13.7M | Buy |
570,053
+7,243
| +1% | +$143K | ﹤0.01% | 1720 |
|
|
2022
Q4 | $9.04M | Buy |
562,810
+10,623
| +2% | +$154K | ﹤0.01% | 1916 |
|
|
2022
Q3 | $7.33M | Sell |
552,187
-262,741
| -32% | -$4.85M | ﹤0.01% | 2011 |
|
|
2022
Q2 | $17.5M | Sell |
814,928
-7,845
| -1% | -$155K | 0.01% | 1507 |
|
|
2022
Q1 | $17.7M | Buy |
822,773
+20,062
| +2% | +$482K | 0.01% | 1644 |
|
|
2021
Q4 | $22.8M | Buy |
802,711
+102,163
| +15% | +$3.44M | 0.01% | 1481 |
|
|
2021
Q3 | $23.2M | Buy |
700,548
+417,708
| +148% | +$12.6M | 0.01% | 1455 |
|
|
2021
Q2 | $8.01M | Buy |
282,840
+5,782
| +2% | +$161K | ﹤0.01% | 2115 |
|
|
2021
Q1 | $7.56M | Buy |
277,058
+264,960
| +2,190% | +$8.81M | ﹤0.01% | 2090 |
|
|
2020
Q4 | $408K | Buy |
+12,098
| New | +$443K | ﹤0.01% | 3054 |
|
Other funds holding CERT
DM
JFG
VPM
VCM
WA
ACH
