Charles Schwab
DV icon

Charles Schwab’s DoubleVerify DV Stock Holding History

Charles Schwab’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.09M Buy
956,375
+151,356
+19% +$1.55M ﹤0.01% 2149
2025
Q4 		$9.21M Sell
805,019
-126,233
-14% -$1.39M ﹤0.01% 2179
2025
Q3 		$11.2M Sell
931,252
-23,485
-2% -$348K ﹤0.01% 2063
2025
Q2 		$14.3M Buy
954,737
+70,424
+8% +$965K ﹤0.01% 1842
2025
Q1 		$11.8M Sell
884,313
-88,834
-9% -$1.65M ﹤0.01% 1872
2024
Q4 		$18.7M Buy
973,147
+71,000
+8% +$1.34M ﹤0.01% 1740
2024
Q3 		$15.2M Sell
902,147
-452,271
-33% -$8.62M ﹤0.01% 1841
2024
Q2 		$26.4M Buy
1,354,418
+43,461
+3% +$1.05M 0.01% 1500
2024
Q1 		$46.1M Buy
1,310,957
+31,940
+2% +$1.19M 0.01% 1102
2023
Q4 		$47M Buy
1,279,017
+178,488
+16% +$5.56M 0.01% 1020
2023
Q3 		$30.8M Buy
1,100,529
+577,018
+110% +$19.7M 0.01% 1212
2023
Q2 		$20.4M Buy
523,511
+22,001
+4% +$710K 0.01% 1491
2023
Q1 		$15.1M Buy
501,510
+77,308
+18% +$2.03M ﹤0.01% 1663
2022
Q4 		$9.32M Buy
424,202
+61,709
+17% +$1.61M ﹤0.01% 1898
2022
Q3 		$9.91M Buy
362,493
+344,792
+1,948% +$8.89M ﹤0.01% 1837
2022
Q2 		$402K Buy
17,701
+1,821
+11% +$41K ﹤0.01% 3137
2022
Q1 		$400K Buy
15,880
+1,535
+11% +$39.9K ﹤0.01% 3143
2021
Q4 		$478K Buy
14,345
+7,488
+109% +$250K ﹤0.01% 3159
2021
Q3 		$235K Buy
+6,857
New +$242K ﹤0.01% 3301

Other funds holding DV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return