Charles Schwab
DCGO icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return