Charles Schwab’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.48M | Sell |
237,710
-27,934
| -11% | -$654K | ﹤0.01% | 2353 |
|
|
2026
Q1 | $5.5M | Buy |
265,644
+24,861
| +10% | +$529K | ﹤0.01% | 2366 |
|
|
2025
Q4 | $5.55M | Buy |
240,783
+8,555
| +4% | +$215K | ﹤0.01% | 2397 |
|
|
2025
Q3 | $6.56M | Buy |
232,228
+10,233
| +5% | +$281K | ﹤0.01% | 2310 |
|
|
2025
Q2 | $6.14M | Sell |
221,995
-1,133
| -0.5% | -$33.5K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $7.18M | Sell |
223,128
-134
| -0.1% | -$4.35K | ﹤0.01% | 2114 |
|
|
2024
Q4 | $7.1M | Buy |
223,262
+4,815
| +2% | +$149K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $6.3M | Buy |
218,447
+6,832
| +3% | +$196K | ﹤0.01% | 2253 |
|
|
2024
Q2 | $5.9M | Buy |
211,615
+2,243
| +1% | +$59.8K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $5.58M | Buy |
209,372
+9,597
| +5% | +$257K | ﹤0.01% | 2242 |
|
|
2023
Q4 | $5.4M | Buy |
199,775
+5,367
| +3% | +$133K | ﹤0.01% | 2277 |
|
|
2023
Q3 | $4.2M | Buy |
194,408
+8,307
| +4% | +$183K | ﹤0.01% | 2333 |
|
|
2023
Q2 | $4.57M | Buy |
186,101
+955
| +0.5% | +$23.7K | ﹤0.01% | 2268 |
|
|
2023
Q1 | $5.02M | Buy |
185,146
+5,348
| +3% | +$133K | ﹤0.01% | 2203 |
|
|
2022
Q4 | $4.47M | Buy |
179,798
+4,004
| +2% | +$96.1K | ﹤0.01% | 2271 |
|
|
2022
Q3 | $3.74M | Buy |
175,794
+5,020
| +3% | +$114K | ﹤0.01% | 2373 |
|
|
2022
Q2 | $3.71M | Sell |
170,774
-12,793
| -7% | -$255K | ﹤0.01% | 2315 |
|
|
2022
Q1 | $3.66M | Buy |
183,567
+5,337
| +3% | +$121K | ﹤0.01% | 2422 |
|
|
2021
Q4 | $4.7M | Buy |
178,230
+3,711
| +2% | +$98.2K | ﹤0.01% | 2381 |
|
|
2021
Q3 | $4.99M | Sell |
174,519
-1,316
| -0.7% | -$38.4K | ﹤0.01% | 2379 |
|
|
2021
Q2 | $4.91M | Buy |
175,835
+2,324
| +1% | +$58.4K | ﹤0.01% | 2366 |
|
|
2021
Q1 | $3.88M | Buy |
173,511
+3,478
| +2% | +$82.9K | ﹤0.01% | 2416 |
|
|
2020
Q4 | $3.71M | Buy |
170,033
+1,873
| +1% | +$37.6K | ﹤0.01% | 2360 |
|
|
2020
Q3 | $3.38M | Sell |
168,160
-374
| -0.2% | -$7.94K | ﹤0.01% | 2266 |
|
|
2020
Q2 | $3.73M | Buy |
168,534
+8,414
| +5% | +$195K | ﹤0.01% | 2164 |
|
|
2020
Q1 | $3.83M | Buy |
160,120
+2,849
| +2% | +$71.6K | ﹤0.01% | 1957 |
|
|
2019
Q4 | $4.28M | Buy |
157,271
+2,882
| +2% | +$79.3K | ﹤0.01% | 2097 |
|
|
2019
Q3 | $4M | Buy |
154,389
+4,350
| +3% | +$117K | ﹤0.01% | 2093 |
|
|
2019
Q2 | $3.88M | Buy |
150,039
+2,522
| +2% | +$66.2K | ﹤0.01% | 2095 |
|
|
2019
Q1 | $4.14M | Buy |
147,517
+9,293
| +7% | +$244K | ﹤0.01% | 2061 |
|
|
2018
Q4 | $3.34M | Sell |
138,224
-1,103
| -0.8% | -$28.6K | ﹤0.01% | 2120 |
|
|
2018
Q3 | $4.32M | Buy |
139,327
+604
| +0.4% | +$18.1K | ﹤0.01% | 2126 |
|
|
2018
Q2 | $3.79M | Buy |
138,723
+14,703
| +12% | +$390K | ﹤0.01% | 2139 |
|
|
2018
Q1 | $3.08M | Buy |
124,020
+15,945
| +15% | +$383K | ﹤0.01% | 2161 |
|
|
2017
Q4 | $2.5M | Buy |
108,075
+8,324
| +8% | +$196K | ﹤0.01% | 2231 |
|
|
2017
Q3 | $2.33M | Sell |
99,751
-8,368
| -8% | -$199K | ﹤0.01% | 2239 |
|
|
2017
Q2 | $2.85M | Buy |
108,119
+1,101
| +1% | +$30.3K | ﹤0.01% | 2098 |
|
|
2017
Q1 | $2.59M | Buy |
107,018
+5,277
| +5% | +$123K | ﹤0.01% | 2105 |
|
|
2016
Q4 | $2.55M | Buy |
101,741
+9,990
| +11% | +$257K | ﹤0.01% | 2067 |
|
|
2016
Q3 | $2.53M | Buy |
91,751
+4,114
| +5% | +$106K | ﹤0.01% | 2025 |
|
|
2016
Q2 | $2.33M | Buy |
87,637
+1,620
| +2% | +$38.1K | ﹤0.01% | 1999 |
|
|
2016
Q1 | $1.9M | Buy |
86,017
+1,798
| +2% | +$37K | ﹤0.01% | 2079 |
|
|
2015
Q4 | $1.85M | Buy |
84,219
+2,566
| +3% | +$59.9K | ﹤0.01% | 2123 |
|
|
2015
Q3 | $1.78M | Buy |
81,653
+10,361
| +15% | +$275K | ﹤0.01% | 2133 |
|
|
2015
Q2 | $2.17M | Buy |
71,292
+2,172
| +3% | +$62.2K | ﹤0.01% | 2038 |
|
|
2015
Q1 | $1.74M | Buy |
69,120
+3,308
| +5% | +$90.1K | ﹤0.01% | 2131 |
|
|
2014
Q4 | $1.94M | Buy |
65,812
+2,680
| +4% | +$76.1K | ﹤0.01% | 2029 |
|
|
2014
Q3 | $1.52M | Buy |
63,132
+1,452
| +2% | +$36.6K | ﹤0.01% | 2111 |
|
|
2014
Q2 | $1.5M | Sell |
61,680
-56
| -0.1% | -$1.39K | ﹤0.01% | 2134 |
|
|
2014
Q1 | $1.65M | Sell |
61,736
-22,324
| -27% | -$663K | ﹤0.01% | 2048 |
|
|
2013
Q4 | $2.75M | Buy |
84,060
+8,262
| +11% | +$282K | 0.01% | 1699 |
|
|
2013
Q3 | $2.95M | Buy |
75,798
+26,447
| +54% | +$862K | 0.01% | 1585 |
|
|
2013
Q2 | $1.28M | Buy |
+49,351
| New | +$1.19M | ﹤0.01% | 2014 |
|
Other funds holding HSTM
CCM
Charles Schwab's HSTM Position: Q2 2026 in Review
Charles Schwab reduced its HealthStream (HSTM) stake by 11% in Q2 2026, selling an estimated $654K and leaving 237,710 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2353.
Charles Schwab first reported a position in HSTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.18M in Q1 2025. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.
- Charles Schwab held 237,710 shares of HealthStream worth $6.48M as of Q2 2026.
- Charles Schwab sold 27,934 HealthStream shares in Q2 2026, an estimated $654K.
- HealthStream made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2353 holding.
- Charles Schwab first reported a position in HealthStream in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's HealthStream position peaked at $7.18M in Q1 2025.
- 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.