Charles Schwab
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Charles Schwab’s Viant Technology DSP Stock Holding History

Charles Schwab’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Buy
51,957
+8,717
+20% +$98.2K ﹤0.01% 3149
2026
Q1 		$484K Sell
43,240
-3,896
-8% -$43.1K ﹤0.01% 3112
2025
Q4 		$568K Buy
47,136
+3,130
+7% +$31.3K ﹤0.01% 3126
2025
Q3 		$380K Sell
44,006
-5,580
-11% -$63.7K ﹤0.01% 3244
2025
Q2 		$656K Buy
49,586
+2,420
+5% +$33.1K ﹤0.01% 3035
2025
Q1 		$585K Buy
47,166
+1
+0% +$18 ﹤0.01% 3021
2024
Q4 		$896K Hold
47,165
– – ﹤0.01% 2951
2024
Q3 		$522K Hold
47,165
– – ﹤0.01% 3142
2024
Q2 		$466K Buy
47,165
+3,563
+8% +$33.2K ﹤0.01% 3231
2024
Q1 		$465K Hold
43,602
– – ﹤0.01% 3056
2023
Q4 		$300K Hold
43,602
– – ﹤0.01% 3219
2023
Q3 		$244K Hold
43,602
– – ﹤0.01% 3250
2023
Q2 		$201K Hold
43,602
– – ﹤0.01% 3307
2023
Q1 		$190K Buy
43,602
+2,437
+6% +$10.5K ﹤0.01% 3164
2022
Q4 		$165K Hold
41,165
– – ﹤0.01% 3213
2022
Q3 		$174K Buy
41,165
+10,390
+34% +$50.9K ﹤0.01% 3178
2022
Q2 		$157K Buy
30,775
+1,828
+6% +$11K ﹤0.01% 3260
2022
Q1 		$190K Hold
28,947
– – ﹤0.01% 3317
2021
Q4 		$281K Hold
28,947
– – ﹤0.01% 3296
2021
Q3 		$354K Sell
28,947
-47,472
-62% -$765K ﹤0.01% 3228
2021
Q2 		$2.28M Buy
76,419
+6,633
+10% +$213K ﹤0.01% 2675
2021
Q1 		$3.69M Buy
+69,786
New +$3.59M ﹤0.01% 2441

Other funds holding DSP

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab's DSP Position: Q2 2026 in Review

Charles Schwab increased its Viant Technology (DSP) stake by 20% in Q2 2026, buying an estimated $98.2K and bringing the position to 51,957 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Charles Schwab first reported a position in DSP in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.69M in Q1 2021. 121 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

  • Charles Schwab held 51,957 shares of Viant Technology worth $658K as of Q2 2026.
  • Charles Schwab bought 8,717 Viant Technology shares in Q2 2026, an estimated $98.2K.
  • Viant Technology made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3149 holding.
  • Charles Schwab first reported a position in Viant Technology in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Viant Technology position peaked at $3.69M in Q1 2021.
  • 121 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

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