Charles Schwab
DOCS icon

Charles Schwab’s Doximity DOCS Stock Holding History

Charles Schwab’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.6M Sell
1,186,665
-69,605
-6% -$1.54M ﹤0.01% 1712
2026
Q1 		$29.3M Sell
1,256,270
-20,249
-2% -$631K ﹤0.01% 1507
2025
Q4 		$56.5M Buy
1,276,519
+11,894
+0.9% +$668K 0.01% 1065
2025
Q3 		$92.5M Buy
1,264,625
+458,840
+57% +$29.9M 0.01% 761
2025
Q2 		$49.4M Buy
805,785
+18,871
+2% +$1.05M 0.01% 1109
2025
Q1 		$45.7M Buy
786,914
+8,390
+1% +$530K 0.01% 1135
2024
Q4 		$41.6M Buy
778,524
+25,523
+3% +$1.25M 0.01% 1257
2024
Q3 		$32.8M Buy
753,001
+31,966
+4% +$1.07M 0.01% 1395
2024
Q2 		$20.2M Buy
721,035
+1,794
+0.2% +$47.3K ﹤0.01% 1676
2024
Q1 		$19.4M Buy
719,241
+44,374
+7% +$1.26M ﹤0.01% 1634
2023
Q4 		$18.9M Sell
674,867
-24,199
-3% -$572K ﹤0.01% 1630
2023
Q3 		$14.8M Buy
699,066
+67,363
+11% +$1.84M ﹤0.01% 1692
2023
Q2 		$21.5M Buy
631,703
+4,487
+0.7% +$149K 0.01% 1450
2023
Q1 		$20.3M Buy
627,216
+23,100
+4% +$766K 0.01% 1461
2022
Q4 		$20.3M Buy
604,116
+30,364
+5% +$927K 0.01% 1436
2022
Q3 		$17.3M Buy
573,752
+109,880
+24% +$4.03M 0.01% 1481
2022
Q2 		$16.2M Sell
463,872
-2,158
-0.5% -$85K 0.01% 1556
2022
Q1 		$24.3M Buy
466,030
+227,778
+96% +$11.5M 0.01% 1386
2021
Q4 		$11.9M Buy
238,252
+3,231
+1% +$210K ﹤0.01% 1911
2021
Q3 		$19M Buy
+235,021
New +$17.2M 0.01% 1635

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab's DOCS Position: Q2 2026 in Review

Charles Schwab reduced its Doximity (DOCS) stake by 5.5% in Q2 2026, selling an estimated $1.54M and leaving 1,186,665 shares worth $24.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Charles Schwab first reported a position in DOCS in Q3 2021 and has held it in 20 quarters since. The position peaked at $92.5M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Charles Schwab held 1,186,665 shares of Doximity worth $24.6M as of Q2 2026.
  • Charles Schwab sold 69,605 Doximity shares in Q2 2026, an estimated $1.54M.
  • Doximity made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1712 holding.
  • Charles Schwab first reported a position in Doximity in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's Doximity position peaked at $92.5M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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