Charles Schwab
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Charles Schwab’s DocGo DCGO Stock Holding History

Charles Schwab’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Sell
436,021
-236,865
-35% -$142K ﹤0.01% 3362
2026
Q1 		$423K Sell
672,886
-95,611
-12% -$72K ﹤0.01% 3155
2025
Q4 		$675K Buy
768,497
+1,592
+0.2% +$1.7K ﹤0.01% 3063
2025
Q3 		$1.04M Buy
766,905
+74,757
+11% +$113K ﹤0.01% 2941
2025
Q2 		$1.09M Sell
692,148
-17,526
-2% -$32.7K ﹤0.01% 2873
2025
Q1 		$1.87M Sell
709,674
-58,903
-8% -$236K ﹤0.01% 2637
2024
Q4 		$3.26M Sell
768,577
-1,633
-0.2% -$6.29K ﹤0.01% 2525
2024
Q3 		$2.56M Buy
770,210
+40,150
+5% +$136K ﹤0.01% 2635
2024
Q2 		$2.26M Buy
730,060
+47,416
+7% +$156K ﹤0.01% 2670
2024
Q1 		$2.76M Buy
682,644
+14,792
+2% +$55.8K ﹤0.01% 2504
2023
Q4 		$3.73M Buy
667,852
+21,210
+3% +$122K ﹤0.01% 2428
2023
Q3 		$3.45M Buy
646,642
+41,361
+7% +$336K ﹤0.01% 2419
2023
Q2 		$5.67M Sell
605,281
-3,936
-0.6% -$34.5K ﹤0.01% 2195
2023
Q1 		$5.27M Sell
609,217
-2,497
-0.4% -$22K ﹤0.01% 2181
2022
Q4 		$4.32M Buy
611,714
+27,397
+5% +$230K ﹤0.01% 2296
2022
Q3 		$5.8M Buy
584,317
+39,017
+7% +$352K ﹤0.01% 2135
2022
Q2 		$3.89M Buy
545,300
+165,173
+43% +$1.2M ﹤0.01% 2299
2022
Q1 		$3.52M Buy
380,127
+9,397
+3% +$70.8K ﹤0.01% 2450
2021
Q4 		$3.47M Buy
+370,730
New +$3.44M ﹤0.01% 2532

Other funds holding DCGO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Charles Schwab's DCGO Position: Q2 2026 in Review

Charles Schwab reduced its DocGo (DCGO) stake by 35% in Q2 2026, selling an estimated $142K and leaving 436,021 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Charles Schwab first reported a position in DCGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.8M in Q3 2022. 119 funds tracked by Wall St. Rank hold DCGO as of Q2 2026.

  • Charles Schwab held 436,021 shares of DocGo worth $225K as of Q2 2026.
  • Charles Schwab sold 236,865 DocGo shares in Q2 2026, an estimated $142K.
  • DocGo made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3362 holding.
  • Charles Schwab first reported a position in DocGo in Q4 2021 and has held it in 19 quarters since.
  • Charles Schwab's DocGo position peaked at $5.8M in Q3 2022.
  • 119 funds tracked by Wall St. Rank held DocGo as of Q2 2026.

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