Charles Schwab
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Charles Schwab’s Evolv Technologies EVLV Stock Holding History

Charles Schwab’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.19M Sell
1,188,266
-4,381
-0.4% -$25.6K ﹤0.01% 2243
2025
Q4 		$8.54M Buy
1,192,647
+93,179
+8% +$662K ﹤0.01% 2209
2025
Q3 		$8.3M Buy
1,099,468
+149,276
+16% +$1.09M ﹤0.01% 2190
2025
Q2 		$5.93M Sell
950,192
-1,414
-0.1% -$6.54K ﹤0.01% 2259
2025
Q1 		$2.97M Sell
951,606
-22,914
-2% -$80.4K ﹤0.01% 2484
2024
Q4 		$3.85M Buy
974,520
+50,367
+5% +$177K ﹤0.01% 2461
2024
Q3 		$3.74M Buy
924,153
+158,877
+21% +$554K ﹤0.01% 2508
2024
Q2 		$1.95M Buy
765,276
+66,034
+9% +$219K ﹤0.01% 2705
2024
Q1 		$3.11M Buy
699,242
+6,209
+0.9% +$26.8K ﹤0.01% 2465
2023
Q4 		$3.27M Buy
693,033
+13,363
+2% +$57.1K ﹤0.01% 2483
2023
Q3 		$3.3M Buy
679,670
+40,701
+6% +$251K ﹤0.01% 2433
2023
Q2 		$3.83M Buy
638,969
+90,652
+17% +$429K ﹤0.01% 2340
2023
Q1 		$1.71M Sell
548,317
-22,070
-4% -$63K ﹤0.01% 2566
2022
Q4 		$1.48M Buy
570,387
+44,746
+9% +$132K ﹤0.01% 2654
2022
Q3 		$1.11M Buy
525,641
+76,068
+17% +$198K ﹤0.01% 2756
2022
Q2 		$1.2M Buy
449,573
+175,674
+64% +$467K ﹤0.01% 2724
2022
Q1 		$726K Buy
273,899
+6,766
+3% +$22.1K ﹤0.01% 2977
2021
Q4 		$1.19M Buy
267,133
+5,162
+2% +$29K ﹤0.01% 2844
2021
Q3 		$1.57M Buy
+261,971
New +$2.08M ﹤0.01% 2748

Other funds holding EVLV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SPCM
Stoic Point Capital Management Palo Alto, California $102M AUM
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return