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
Q2 		– Sell
-26,448
Closed -$39.9K – 3487
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

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's GOCO Position: Q2 2026 in Review

Charles Schwab sold out of GoHealth (GOCO) in Q2 2026, closing a stake of 26,448 shares — an estimated $39.9K sold.

Charles Schwab first reported a position in GOCO in Q3 2020 and held it in 18 quarters. The position peaked at $2.8M in Q2 2021. 5 funds tracked by Wall St. Rank hold GOCO as of Q2 2026.

  • Charles Schwab reported no remaining GoHealth position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 26,448 GoHealth shares in Q2 2026, an estimated $39.9K.
  • Charles Schwab first reported a position in GoHealth in Q3 2020 and held it in 18 quarters.
  • Charles Schwab's GoHealth position peaked at $2.8M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held GoHealth as of Q2 2026.

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