Charles Schwab
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Charles Schwab’s Focus Universal FCUV Stock Holding History

Charles Schwab’s Portfolio FCUV Stock Details FCUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26
Closed -$15.3K – 3483
2023
Q4 		$15.3K Hold
26
– – ﹤0.01% 3502
2023
Q3 		$20.4K Hold
26
– – ﹤0.01% 3514
2023
Q2 		$16.1K Sell
26
-151
-85% -$106K ﹤0.01% 3580
2023
Q1 		$177K Hold
177
– – ﹤0.01% 3173
2022
Q4 		$302K Buy
177
+6
+4% +$15.5K ﹤0.01% 3112
2022
Q3 		$428K Sell
171
-1
-0.6% -$3.22K ﹤0.01% 3048
2022
Q2 		$525K Buy
+172
New +$587K ﹤0.01% 3057

Other funds holding FCUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Charles Schwab's FCUV Position: Q1 2024 in Review

Charles Schwab sold out of Focus Universal (FCUV) in Q1 2024, closing a stake of 26 shares — an estimated $15.3K sold.

Charles Schwab first reported a position in FCUV in Q2 2022 and held it in 7 quarters. The position peaked at $525K in Q2 2022. 20 funds tracked by Wall St. Rank hold FCUV as of Q1 2024.

  • Charles Schwab reported no remaining Focus Universal position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab sold 26 Focus Universal shares in Q1 2024, an estimated $15.3K.
  • Charles Schwab first reported a position in Focus Universal in Q2 2022 and held it in 7 quarters.
  • Charles Schwab's Focus Universal position peaked at $525K in Q2 2022.
  • 20 funds tracked by Wall St. Rank held Focus Universal as of Q1 2024.

Based on Charles Schwab's 13F filing for Q1 2024, filed 9 May 2024.