Charles Schwab
DOC

Charles Schwab’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Charles Schwab’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,943,465
Closed -$52.5M – 3573
2023
Q4 		$52.5M Buy
3,943,465
+239,972
+6% +$2.85M 0.01% 943
2023
Q3 		$45.1M Buy
3,703,493
+134,171
+4% +$1.85M 0.01% 940
2023
Q2 		$49.9M Buy
3,569,322
+191,511
+6% +$2.72M 0.01% 862
2023
Q1 		$50.4M Buy
3,377,811
+69,013
+2% +$1.04M 0.02% 821
2022
Q4 		$47.9M Buy
3,308,798
+152,472
+5% +$2.21M 0.02% 847
2022
Q3 		$47.5M Buy
3,156,326
+89,793
+3% +$1.52M 0.02% 791
2022
Q2 		$53.5M Buy
3,066,533
+48,842
+2% +$862K 0.02% 710
2022
Q1 		$52.9M Buy
3,017,691
+100,832
+3% +$1.77M 0.02% 836
2021
Q4 		$54.9M Buy
2,916,859
+124,271
+4% +$2.29M 0.02% 829
2021
Q3 		$49.2M Buy
2,792,588
+82,825
+3% +$1.53M 0.02% 877
2021
Q2 		$50M Buy
2,709,763
+128,742
+5% +$2.39M 0.02% 870
2021
Q1 		$45.6M Buy
2,581,021
+122,941
+5% +$2.18M 0.02% 898
2020
Q4 		$43.8M Buy
2,458,080
+34,545
+1% +$618K 0.02% 848
2020
Q3 		$43.4M Buy
2,423,535
+23,946
+1% +$427K 0.02% 729
2020
Q2 		$42M Buy
2,399,589
+940,221
+64% +$15.3M 0.02% 692
2020
Q1 		$20.3M Buy
1,459,368
+105,193
+8% +$1.93M 0.01% 1003
2019
Q4 		$25.6M Buy
1,354,175
+123,738
+10% +$2.27M 0.01% 1040
2019
Q3 		$21.8M Buy
1,230,437
+76,872
+7% +$1.34M 0.01% 1084
2019
Q2 		$20.1M Buy
1,153,565
+67,864
+6% +$1.23M 0.01% 1131
2019
Q1 		$20.4M Buy
1,085,701
+81,033
+8% +$1.44M 0.01% 1089
2018
Q4 		$16.1M Buy
1,004,668
+809
+0.1% +$13.6K 0.01% 1132
2018
Q3 		$16.9M Buy
1,003,859
+46,783
+5% +$776K 0.01% 1257
2018
Q2 		$15.3M Buy
957,076
+57,894
+6% +$875K 0.01% 1282
2018
Q1 		$14M Buy
899,182
+30,326
+3% +$475K 0.01% 1253
2017
Q4 		$15.6M Buy
868,856
+52,216
+6% +$936K 0.01% 1163
2017
Q3 		$14.5M Buy
816,640
+186,169
+30% +$3.44M 0.01% 1156
2017
Q2 		$12.7M Buy
630,471
+48,206
+8% +$979K 0.01% 1183
2017
Q1 		$11.6M Buy
582,265
+60,006
+11% +$1.15M 0.01% 1216
2016
Q4 		$9.9M Buy
522,259
+39,387
+8% +$746K 0.01% 1260
2016
Q3 		$10.4M Buy
482,872
+34,956
+8% +$739K 0.01% 1142
2016
Q2 		$9.41M Buy
447,916
+119,558
+36% +$2.29M 0.01% 1111
2016
Q1 		$6.1M Buy
328,358
+60,021
+22% +$1.03M 0.01% 1389
2015
Q4 		$4.53M Buy
268,337
+57,217
+27% +$911K 0.01% 1590
2015
Q3 		$3.19M Buy
211,120
+99,370
+89% +$1.53M ﹤0.01% 1768
2015
Q2 		$1.72M Hold
111,750
– – ﹤0.01% 2171
2015
Q1 		$1.97M Buy
111,750
+30,850
+38% +$521K ﹤0.01% 2059
2014
Q4 		$1.34M Buy
80,900
+18,000
+29% +$275K ﹤0.01% 2220
2014
Q3 		$863K Hold
62,900
– – ﹤0.01% 2373
2014
Q2 		$906K Buy
62,900
+33,700
+115% +$460K ﹤0.01% 2359
2014
Q1 		$407K Hold
29,200
– – ﹤0.01% 2679
2013
Q4 		$373K Buy
29,200
+12,400
+74% +$153K ﹤0.01% 2700
2013
Q3 		$208K Buy
+16,800
New +$196K ﹤0.01% 2906

Other funds holding DOC

CWM
CIBC World Markets New York $19.9B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return