Charles Schwab
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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
Q2 		$13.9M Buy
1,278,375
+322,000
+34% +$3.31M ﹤0.01% 2006
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 $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Charles Schwab's DV Position: Q2 2026 in Review

Charles Schwab increased its DoubleVerify (DV) stake by 34% in Q2 2026, buying an estimated $3.31M and bringing the position to 1,278,375 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Charles Schwab first reported a position in DV in Q3 2021 and has held it in 20 quarters since. The position peaked at $47M in Q4 2023. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Charles Schwab held 1,278,375 shares of DoubleVerify worth $13.9M as of Q2 2026.
  • Charles Schwab bought 322,000 DoubleVerify shares in Q2 2026, an estimated $3.31M.
  • DoubleVerify made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2006 holding.
  • Charles Schwab first reported a position in DoubleVerify in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's DoubleVerify position peaked at $47M in Q4 2023.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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