Charles Schwab
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Charles Schwab’s EverQuote EVER Stock Holding History

Charles Schwab’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.65M Buy
237,479
+12,772
+6% +$234K ﹤0.01% 2420
2026
Q1 		$3.46M Sell
224,707
-7,224
-3% -$137K ﹤0.01% 2551
2025
Q4 		$6.26M Sell
231,931
-19,977
-8% -$484K ﹤0.01% 2347
2025
Q3 		$5.76M Sell
251,908
-5,610
-2% -$136K ﹤0.01% 2376
2025
Q2 		$6.23M Buy
257,518
+9,646
+4% +$229K ﹤0.01% 2238
2025
Q1 		$6.49M Sell
247,872
-61,472
-20% -$1.41M ﹤0.01% 2161
2024
Q4 		$6.18M Buy
309,344
+68,862
+29% +$1.3M ﹤0.01% 2243
2024
Q3 		$5.07M Buy
240,482
+172,785
+255% +$3.95M ﹤0.01% 2374
2024
Q2 		$1.41M Buy
67,697
+10,403
+18% +$220K ﹤0.01% 2809
2024
Q1 		$1.06M Sell
57,294
-1,832
-3% -$26.9K ﹤0.01% 2781
2023
Q4 		$724K Buy
59,126
+2,378
+4% +$21.6K ﹤0.01% 2942
2023
Q3 		$410K Hold
56,748
– – ﹤0.01% 3115
2023
Q2 		$369K Buy
56,748
+3,508
+7% +$29.6K ﹤0.01% 3177
2023
Q1 		$740K Hold
53,240
– – ﹤0.01% 2830
2022
Q4 		$785K Buy
53,240
+871
+2% +$8.18K ﹤0.01% 2862
2022
Q3 		$358K Buy
52,369
+1,487
+3% +$13.9K ﹤0.01% 3085
2022
Q2 		$450K Sell
50,882
-1,811
-3% -$20.7K ﹤0.01% 3112
2022
Q1 		$853K Buy
52,693
+1,253
+2% +$19K ﹤0.01% 2912
2021
Q4 		$806K Buy
51,440
+2,063
+4% +$31.5K ﹤0.01% 2990
2021
Q3 		$920K Sell
49,377
-42,914
-46% -$1.03M ﹤0.01% 2904
2021
Q2 		$3.02M Buy
92,291
+12,465
+16% +$415K ﹤0.01% 2587
2021
Q1 		$2.9M Buy
79,826
+6,168
+8% +$263K ﹤0.01% 2545
2020
Q4 		$2.75M Buy
73,658
+2,593
+4% +$98.1K ﹤0.01% 2502
2020
Q3 		$2.75M Buy
71,065
+36,920
+108% +$1.66M ﹤0.01% 2380
2020
Q2 		$1.99M Buy
34,145
+10,899
+47% +$512K ﹤0.01% 2429
2020
Q1 		$611K Hold
23,246
– – ﹤0.01% 2644
2019
Q4 		$799K Hold
23,246
– – ﹤0.01% 2672
2019
Q3 		$497K Buy
23,246
+5,609
+32% +$106K ﹤0.01% 2806
2019
Q2 		$230K Buy
+17,637
New +$183K ﹤0.01% 3067

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab's EVER Position: Q2 2026 in Review

Charles Schwab increased its EverQuote (EVER) stake by 5.7% in Q2 2026, buying an estimated $234K and bringing the position to 237,479 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Charles Schwab first reported a position in EVER in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.49M in Q1 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Charles Schwab held 237,479 shares of EverQuote worth $5.65M as of Q2 2026.
  • Charles Schwab bought 12,772 EverQuote shares in Q2 2026, an estimated $234K.
  • EverQuote made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2420 holding.
  • Charles Schwab first reported a position in EverQuote in Q2 2019 and has held it in 29 quarters since.
  • Charles Schwab's EverQuote position peaked at $6.49M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

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