Charles Schwab
DOMA

Charles Schwab’s Doma Holdings, Inc. DOMA Stock Holding History

Charles Schwab’s Portfolio DOMA Stock Details DOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,448
Closed -$116K – 3708
2023
Q2 		$116K Sell
23,448
-12,116
-34% -$97.2K ﹤0.01% 3345
2023
Q1 		$362K Sell
35,564
-305
-0.9% -$4.1K ﹤0.01% 3045
2022
Q4 		$406K Buy
35,869
+4,975
+16% +$56.3K ﹤0.01% 3052
2022
Q3 		$340K Sell
30,894
-14,876
-33% -$267K ﹤0.01% 3097
2022
Q2 		$1.18M Buy
45,770
+10,878
+31% +$462K ﹤0.01% 2735
2022
Q1 		$1.89M Buy
34,892
+865
+3% +$69.4K ﹤0.01% 2663
2021
Q4 		$4.32M Buy
34,027
+400
+1% +$61.9K ﹤0.01% 2421
2021
Q3 		$6.22M Buy
+33,627
New +$7.04M ﹤0.01% 2268

Other funds holding DOMA

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab's DOMA Position: Q3 2023 in Review

Charles Schwab sold out of Doma Holdings, Inc. (DOMA) in Q3 2023, closing a stake of 23,448 shares — an estimated $116K sold.

Charles Schwab first reported a position in DOMA in Q3 2021 and held it in 8 quarters. The position peaked at $6.22M in Q3 2021. 38 funds tracked by Wall St. Rank hold DOMA as of Q3 2023.

  • Charles Schwab reported no remaining Doma Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Charles Schwab sold 23,448 Doma Holdings, Inc. shares in Q3 2023, an estimated $116K.
  • Charles Schwab first reported a position in Doma Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Charles Schwab's Doma Holdings, Inc. position peaked at $6.22M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Doma Holdings, Inc. as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.