Charles Schwab
FTHM icon

Charles Schwab’s Fathom Holdings FTHM Stock Holding History

Charles Schwab’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,184
Closed -$163K – 3578
2022
Q1 		$163K Buy
15,184
+566
+4% +$7.86K ﹤0.01% 3334
2021
Q4 		$300K Buy
14,618
+1,805
+14% +$42.1K ﹤0.01% 3284
2021
Q3 		$343K Buy
12,813
+944
+8% +$26.9K ﹤0.01% 3235
2021
Q2 		$390K Hold
11,869
– – ﹤0.01% 3207
2021
Q1 		$435K Buy
11,869
+2,083
+21% +$85.2K ﹤0.01% 3125
2020
Q4 		$353K Buy
+9,786
New +$236K ﹤0.01% 3104

Other funds holding FTHM

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
FFM
Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM

Charles Schwab's FTHM Position: Q2 2022 in Review

Charles Schwab sold out of Fathom Holdings (FTHM) in Q2 2022, closing a stake of 15,184 shares — an estimated $163K sold.

Charles Schwab first reported a position in FTHM in Q4 2020 and held it in 6 quarters. The position peaked at $435K in Q1 2021. 55 funds tracked by Wall St. Rank hold FTHM as of Q2 2022.

  • Charles Schwab reported no remaining Fathom Holdings position as of Q2 2022 after selling out during the quarter.
  • Charles Schwab sold 15,184 Fathom Holdings shares in Q2 2022, an estimated $163K.
  • Charles Schwab first reported a position in Fathom Holdings in Q4 2020 and held it in 6 quarters.
  • Charles Schwab's Fathom Holdings position peaked at $435K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held Fathom Holdings as of Q2 2022.

Based on Charles Schwab's 13F filing for Q2 2022, filed 15 Aug 2022.