Charles Schwab
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Charles Schwab’s Certara CERT Stock Holding History

Charles Schwab’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.41M Buy
977,909
+97,706
+11% +$551K ﹤0.01% 2357
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
HIM
Haveli Investment Management Austin, Texas $180M AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's CERT Position: Q2 2026 in Review

Charles Schwab increased its Certara (CERT) stake by 11% in Q2 2026, buying an estimated $551K and bringing the position to 977,909 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Charles Schwab first reported a position in CERT in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.2M in Q3 2021. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Charles Schwab held 977,909 shares of Certara worth $6.41M as of Q2 2026.
  • Charles Schwab bought 97,706 Certara shares in Q2 2026, an estimated $551K.
  • Certara made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2357 holding.
  • Charles Schwab first reported a position in Certara in Q4 2020 and has held it in 23 quarters since.
  • Charles Schwab's Certara position peaked at $23.2M in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

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