Charles Schwab
DRIO icon

Charles Schwab’s DarioHealth DRIO Stock Holding History

Charles Schwab’s Portfolio DRIO Stock Details DRIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-515
Closed -$33.8K – 3545
2023
Q3 		$33.8K Hold
515
– – ﹤0.01% 3449
2023
Q2 		$41.3K Hold
515
– – ﹤0.01% 3442
2023
Q1 		$42.4K Hold
515
– – ﹤0.01% 3376
2022
Q4 		$44K Hold
515
– – ﹤0.01% 3384
2022
Q3 		$48K Hold
515
– – ﹤0.01% 3337
2022
Q2 		$64K Sell
515
-1,332
-72% -$156K ﹤0.01% 3352
2022
Q1 		$216K Buy
1,847
+135
+8% +$22.3K ﹤0.01% 3293
2021
Q4 		$445K Hold
1,712
– – ﹤0.01% 3183
2021
Q3 		$468K Hold
1,712
– – ﹤0.01% 3169
2021
Q2 		$732K Buy
+1,712
New +$652K ﹤0.01% 3039

Other funds holding DRIO

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab's DRIO Position: Q4 2023 in Review

Charles Schwab sold out of DarioHealth (DRIO) in Q4 2023, closing a stake of 515 shares — an estimated $33.8K sold.

Charles Schwab first reported a position in DRIO in Q2 2021 and held it in 10 quarters. The position peaked at $732K in Q2 2021. 35 funds tracked by Wall St. Rank hold DRIO as of Q4 2023.

  • Charles Schwab reported no remaining DarioHealth position as of Q4 2023 after selling out during the quarter.
  • Charles Schwab sold 515 DarioHealth shares in Q4 2023, an estimated $33.8K.
  • Charles Schwab first reported a position in DarioHealth in Q2 2021 and held it in 10 quarters.
  • Charles Schwab's DarioHealth position peaked at $732K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held DarioHealth as of Q4 2023.

Based on Charles Schwab's 13F filing for Q4 2023, filed 6 Feb 2024.