Charles Schwab
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Charles Schwab’s Clover Health Investments CLOV Stock Holding History

Charles Schwab’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.9M Buy
5,521,188
+220,713
+4% +$749K ﹤0.01% 1598
2026
Q1 		$9.33M Buy
5,300,475
+609,571
+13% +$1.32M ﹤0.01% 2138
2025
Q4 		$11M Buy
4,690,904
+419,389
+10% +$1.15M ﹤0.01% 2087
2025
Q3 		$13.1M Buy
4,271,515
+377,605
+10% +$1.08M ﹤0.01% 1978
2025
Q2 		$10.9M Buy
3,893,910
+1,282,777
+49% +$4.22M ﹤0.01% 1970
2025
Q1 		$9.37M Sell
2,611,133
-139,924
-5% -$562K ﹤0.01% 1984
2024
Q4 		$8.67M Sell
2,751,057
-249,448
-8% -$891K ﹤0.01% 2077
2024
Q3 		$8.46M Buy
3,000,505
+150,550
+5% +$345K ﹤0.01% 2113
2024
Q2 		$3.51M Sell
2,849,955
-244,170
-8% -$219K ﹤0.01% 2516
2024
Q1 		$2.46M Buy
3,094,125
+1,375,395
+80% +$1.25M ﹤0.01% 2536
2023
Q4 		$1.64M Sell
1,718,730
-109,793
-6% -$108K ﹤0.01% 2674
2023
Q3 		$1.97M Buy
1,828,523
+91,820
+5% +$109K ﹤0.01% 2607
2023
Q2 		$1.56M Sell
1,736,703
-649,920
-27% -$576K ﹤0.01% 2632
2023
Q1 		$2.02M Sell
2,386,623
-185,151
-7% -$203K ﹤0.01% 2524
2022
Q4 		$2.39M Buy
2,571,774
+57,901
+2% +$77.3K ﹤0.01% 2510
2022
Q3 		$4.27M Buy
2,513,873
+169,657
+7% +$444K ﹤0.01% 2296
2022
Q2 		$5.02M Buy
2,344,216
+974,473
+71% +$2.59M ﹤0.01% 2184
2022
Q1 		$4.86M Buy
1,369,743
+32,755
+2% +$95K ﹤0.01% 2292
2021
Q4 		$4.97M Buy
1,336,988
+368,986
+38% +$2.26M ﹤0.01% 2357
2021
Q3 		$7.15M Buy
968,002
+435,902
+82% +$3.73M ﹤0.01% 2202
2021
Q2 		$7.09M Buy
532,100
+23,805
+5% +$234K ﹤0.01% 2183
2021
Q1 		$3.84M Buy
+508,295
New +$5.74M ﹤0.01% 2420

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab's CLOV Position: Q2 2026 in Review

Charles Schwab increased its Clover Health Investments (CLOV) stake by 4.2% in Q2 2026, buying an estimated $749K and bringing the position to 5,521,188 shares worth $28.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Charles Schwab first reported a position in CLOV in Q1 2021 and has held it in 22 quarters since. 225 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Charles Schwab held 5,521,188 shares of Clover Health Investments worth $28.9M as of Q2 2026.
  • Charles Schwab bought 220,713 Clover Health Investments shares in Q2 2026, an estimated $749K.
  • Clover Health Investments made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1598 holding.
  • Charles Schwab first reported a position in Clover Health Investments in Q1 2021 and has held it in 22 quarters since.
  • 225 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

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