Charles Schwab’s Marchex MCHX Stock Holding History

Charles Schwab’s Portfolio MCHX Stock Details MCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.7K	Hold	24,313	–	–	﹤0.01%	3432
2025 Q4	$40.4K	Hold	24,313	–	–	﹤0.01%	3433
2025 Q3	$43.5K	Hold	24,313	–	–	﹤0.01%	3435
2025 Q2	$52.5K	Hold	24,313	–	–	﹤0.01%	3448
2025 Q1	$39.6K	Hold	24,313	–	–	﹤0.01%	3422
2024 Q4	$42.5K	Hold	24,313	–	–	﹤0.01%	3449
2024 Q3	$45.5K	Hold	24,313	–	–	﹤0.01%	3424
2024 Q2	$37.4K	Hold	24,313	–	–	﹤0.01%	3544
2024 Q1	$33.3K	Hold	24,313	–	–	﹤0.01%	3397
2023 Q4	$33.1K	Hold	24,313	–	–	﹤0.01%	3443
2023 Q3	$35.3K	Hold	24,313	–	–	﹤0.01%	3442
2023 Q2	$51.5K	Hold	24,313	–	–	﹤0.01%	3416
2023 Q1	$44.3K	Hold	24,313	–	–	﹤0.01%	3367
2022 Q4	$38.2K	Hold	24,313	–	–	﹤0.01%	3413
2022 Q3	$41K	Buy	+24,313	New	+$46.8K	﹤0.01%	3376
2022 Q1	–	Sell	-22,111	Closed	-$55K	–	3606
2021 Q4	$55K	Hold	22,111	–	–	﹤0.01%	3505
2021 Q3	$67K	Buy	+22,111	New	+$64.5K	﹤0.01%	3417
2021 Q2	–	Sell	-10,570	Closed	-$30K	–	3490
2021 Q1	$30K	Hold	10,570	–	–	﹤0.01%	3477
2020 Q4	$21K	Hold	10,570	–	–	﹤0.01%	3375
2020 Q3	$23K	Hold	10,570	–	–	﹤0.01%	3307
2020 Q2	$17K	Sell	10,570 -74,075	-88%	-$112K	﹤0.01%	3300
2020 Q1	$123K	Sell	84,645 -451	-0.5%	-$1.3K	﹤0.01%	3088
2019 Q4	$322K	Sell	85,096 -6,442	-7%	-$23.2K	﹤0.01%	2960
2019 Q3	$288K	Buy	91,538 +8,855	+11%	+$34.1K	﹤0.01%	2976
2019 Q2	$389K	Buy	82,683 +72,113	+682%	+$345K	﹤0.01%	2929
2019 Q1	$50K	Buy	+10,570	New	+$43.2K	﹤0.01%	3127
2017 Q2	–	Sell	-48,200	Closed	-$132K	–	3124
2017 Q1	$132K	Hold	48,200	–	–	﹤0.01%	2985
2016 Q4	$128K	Hold	48,200	–	–	﹤0.01%	3023
2016 Q3	$134K	Hold	48,200	–	–	﹤0.01%	2986
2016 Q2	$154K	Hold	48,200	–	–	﹤0.01%	3006
2016 Q1	$215K	Hold	48,200	–	–	﹤0.01%	2878
2015 Q4	$188K	Hold	48,200	–	–	﹤0.01%	2972
2015 Q3	$195K	Hold	48,200	–	–	﹤0.01%	2962
2015 Q2	$239K	Hold	48,200	–	–	﹤0.01%	2948
2015 Q1	$197K	Hold	48,200	–	–	﹤0.01%	2948
2014 Q4	$222K	Hold	48,200	–	–	﹤0.01%	2957
2014 Q3	$201K	Hold	48,200	–	–	﹤0.01%	2947
2014 Q2	$580K	Buy	48,200 +11,500	+31%	+$121K	﹤0.01%	2562
2014 Q1	$386K	Buy	36,700 +8,100	+28%	+$85.6K	﹤0.01%	2697
2013 Q4	$248K	Hold	28,600	–	–	﹤0.01%	2885
2013 Q3	$205K	Hold	28,600	–	–	﹤0.01%	2909
2013 Q2	$172K	Buy	+28,600	New	+$145K	﹤0.01%	2954

Other funds holding MCHX

Edenbrook Capital Mt. Kisco, New York $496M AUM 53.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

Charles Schwab's MCHX Position: Q1 2026 in Review

Charles Schwab held its Marchex (MCHX) position steady in Q1 2026 at 24,313 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Charles Schwab first reported a position in MCHX in Q2 2013 and has held it in 42 quarters since. The position peaked at $580K in Q2 2014. 27 funds tracked by Wall St. Rank hold MCHX as of Q1 2026.

Charles Schwab held 24,313 shares of Marchex worth $37.7K as of Q1 2026.
Charles Schwab left its Marchex share count unchanged in Q1 2026.
Marchex made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3432 holding.
Charles Schwab first reported a position in Marchex in Q2 2013 and has held it in 42 quarters since.
Charles Schwab's Marchex position peaked at $580K in Q2 2014.
27 funds tracked by Wall St. Rank held Marchex as of Q1 2026.

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