Charles Schwab’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Sell |
749,364
-48,246
| -6% | -$564K | ﹤0.01% | 2082 |
|
|
2025
Q1 | $7.9M | Buy |
797,610
+40,218
| +5% | +$398K | ﹤0.01% | 2062 |
|
|
2024
Q4 | $8.07M | Buy |
757,392
+57,817
| +8% | +$616K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $8.19M | Buy |
699,575
+12,720
| +2% | +$149K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $9.51M | Sell |
686,855
-365
| -0.1% | -$5.06K | ﹤0.01% | 2063 |
|
|
2024
Q1 | $12.3M | Buy |
687,220
+51,229
| +8% | +$916K | ﹤0.01% | 1883 |
|
|
2023
Q4 | $11.2M | Buy |
635,991
+28,961
| +5% | +$509K | ﹤0.01% | 1925 |
|
|
2023
Q3 | $8.83M | Buy |
607,030
+32,790
| +6% | +$477K | ﹤0.01% | 1979 |
|
|
2023
Q2 | $10.5M | Buy |
574,240
+4,187
| +0.7% | +$76.2K | ﹤0.01% | 1888 |
|
|
2023
Q1 | $13.7M | Buy |
570,053
+7,243
| +1% | +$175K | ﹤0.01% | 1719 |
|
|
2022
Q4 | $9.04M | Buy |
562,810
+10,623
| +2% | +$171K | ﹤0.01% | 1915 |
|
|
2022
Q3 | $7.33M | Sell |
552,187
-262,741
| -32% | -$3.49M | ﹤0.01% | 2010 |
|
|
2022
Q2 | $17.5M | Sell |
814,928
-7,845
| -1% | -$168K | 0.01% | 1506 |
|
|
2022
Q1 | $17.7M | Buy |
822,773
+20,062
| +2% | +$431K | 0.01% | 1643 |
|
|
2021
Q4 | $22.8M | Buy |
802,711
+102,163
| +15% | +$2.9M | 0.01% | 1480 |
|
|
2021
Q3 | $23.2M | Buy |
700,548
+417,708
| +148% | +$13.8M | 0.01% | 1454 |
|
|
2021
Q2 | $8.01M | Buy |
282,840
+5,782
| +2% | +$164K | ﹤0.01% | 2114 |
|
|
2021
Q1 | $7.56M | Buy |
277,058
+264,960
| +2,190% | +$7.23M | ﹤0.01% | 2089 |
|
|
2020
Q4 | $408K | Buy |
+12,098
| New | +$408K | ﹤0.01% | 3053 |
|