Charles Schwab
GOCO

Charles Schwab’s GoHealth GOCO Stock Holding History

Charles Schwab’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.9K Hold
26,448
– – ﹤0.01% 3429
2025
Q4 		$56.9K Buy
26,448
+14,388
+119% +$49.1K ﹤0.01% 3420
2025
Q3 		$58.1K Hold
12,060
– – ﹤0.01% 3421
2025
Q2 		$66.9K Sell
12,060
-3,311
-22% -$26.2K ﹤0.01% 3433
2025
Q1 		$189K Hold
15,371
– – ﹤0.01% 3266
2024
Q4 		$206K Hold
15,371
– – ﹤0.01% 3324
2024
Q3 		$144K Hold
15,371
– – ﹤0.01% 3360
2024
Q2 		$149K Buy
15,371
+3,099
+25% +$30.7K ﹤0.01% 3457
2024
Q1 		$129K Hold
12,272
– – ﹤0.01% 3284
2023
Q4 		$164K Hold
12,272
– – ﹤0.01% 3301
2023
Q3 		$178K Hold
12,272
– – ﹤0.01% 3305
2023
Q2 		$242K Buy
+12,272
New +$193K ﹤0.01% 3281
2022
Q1 		– Sell
-2,412
Closed -$138K – 3599
2021
Q4 		$138K Buy
2,412
+32
+1% +$2.14K ﹤0.01% 3409
2021
Q3 		$180K Sell
2,380
-14,279
-86% -$1.51M ﹤0.01% 3340
2021
Q2 		$2.8M Buy
16,659
+3,123
+23% +$547K ﹤0.01% 2609
2021
Q1 		$2.37M Buy
13,536
+354
+3% +$71.4K ﹤0.01% 2614
2020
Q4 		$2.7M Buy
13,182
+434
+3% +$80.6K ﹤0.01% 2513
2020
Q3 		$2.49M Buy
+12,748
New +$3.07M ﹤0.01% 2422

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab's GOCO Position: Q1 2026 in Review

Charles Schwab held its GoHealth (GOCO) position steady in Q1 2026 at 26,448 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

Charles Schwab first reported a position in GOCO in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.8M in Q2 2021. 67 funds tracked by Wall St. Rank hold GOCO as of Q1 2026.

  • Charles Schwab held 26,448 shares of GoHealth worth $39.9K as of Q1 2026.
  • Charles Schwab left its GoHealth share count unchanged in Q1 2026.
  • GoHealth made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3429 holding.
  • Charles Schwab first reported a position in GoHealth in Q3 2020 and has held it in 18 quarters since.
  • Charles Schwab's GoHealth position peaked at $2.8M in Q2 2021.
  • 67 funds tracked by Wall St. Rank held GoHealth as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.