Charles Schwab
DM

Charles Schwab’s Desktop Metal, Inc. DM Stock Holding History

Charles Schwab’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-119,358
Closed -$586K – 3622
2025
Q1 		$586K Sell
119,358
-6,053
-5% -$15.7K ﹤0.01% 3020
2024
Q4 		$293K Sell
125,411
-12,738
-9% -$53.9K ﹤0.01% 3274
2024
Q3 		$645K Sell
138,149
-10,982
-7% -$50.4K ﹤0.01% 3064
2024
Q2 		$616K Sell
149,131
-60,013
-29% -$410K ﹤0.01% 3102
2024
Q1 		$1.84M Buy
209,144
+19,066
+10% +$122K ﹤0.01% 2621
2023
Q4 		$1.43M Sell
190,078
-7,656
-4% -$69.3K ﹤0.01% 2714
2023
Q3 		$2.89M Buy
197,734
+9,425
+5% +$157K ﹤0.01% 2483
2023
Q2 		$3.33M Buy
188,309
+17,468
+10% +$350K ﹤0.01% 2386
2023
Q1 		$3.93M Sell
170,841
-11,143
-6% -$210K ﹤0.01% 2312
2022
Q4 		$2.47M Buy
181,984
+4,700
+3% +$98K ﹤0.01% 2500
2022
Q3 		$4.59M Buy
177,284
+26,679
+18% +$747K ﹤0.01% 2258
2022
Q2 		$3.31M Buy
150,605
+14,710
+11% +$430K ﹤0.01% 2372
2022
Q1 		$6.44M Buy
135,895
+4,939
+4% +$209K ﹤0.01% 2163
2021
Q4 		$6.48M Buy
130,956
+26,892
+26% +$1.81M ﹤0.01% 2222
2021
Q3 		$7.46M Sell
104,064
-15,252
-13% -$1.32M ﹤0.01% 2176
2021
Q2 		$13.7M Buy
119,316
+40,648
+52% +$5.33M ﹤0.01% 1836
2021
Q1 		$11.7M Buy
+78,668
New +$17.3M ﹤0.01% 1858

Other funds holding DM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Charles Schwab's DM Position: Q2 2025 in Review

Charles Schwab sold out of Desktop Metal, Inc. (DM) in Q2 2025, closing a stake of 119,358 shares — an estimated $586K sold.

Charles Schwab first reported a position in DM in Q1 2021 and held it in 17 quarters. The position peaked at $13.7M in Q2 2021. 10 funds tracked by Wall St. Rank hold DM as of Q2 2025.

  • Charles Schwab reported no remaining Desktop Metal, Inc. position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 119,358 Desktop Metal, Inc. shares in Q2 2025, an estimated $586K.
  • Charles Schwab first reported a position in Desktop Metal, Inc. in Q1 2021 and held it in 17 quarters.
  • Charles Schwab's Desktop Metal, Inc. position peaked at $13.7M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.