Charles Schwab
MDRX

Charles Schwab’s Veradigm Inc. Common Stock MDRX Stock Holding History

Charles Schwab’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,087,605
Closed -$21.9M – 3549
2023
Q4 		$21.9M Buy
2,087,605
+171,199
+9% +$2.1M 0.01% 1546
2023
Q3 		$25.2M Buy
1,916,406
+210,137
+12% +$2.76M 0.01% 1357
2023
Q2 		$21.5M Buy
1,706,269
+171,083
+11% +$2.08M 0.01% 1448
2023
Q1 		$20M Buy
1,535,186
+122,538
+9% +$1.98M 0.01% 1473
2022
Q4 		$24.9M Buy
1,412,648
+7,845
+0.6% +$131K 0.01% 1281
2022
Q3 		$21.4M Buy
1,404,803
+16,466
+1% +$266K 0.01% 1318
2022
Q2 		$20.6M Sell
1,388,337
-33,784
-2% -$632K 0.01% 1393
2022
Q1 		$32M Buy
1,422,121
+139,142
+11% +$2.82M 0.01% 1179
2021
Q4 		$23.7M Buy
1,282,979
+26,324
+2% +$418K 0.01% 1449
2021
Q3 		$16.8M Sell
1,256,655
-95,345
-7% -$1.54M 0.01% 1710
2021
Q2 		$25M Sell
1,352,000
-51,535
-4% -$867K 0.01% 1406
2021
Q1 		$21.1M Sell
1,403,535
-87,314
-6% -$1.4M 0.01% 1490
2020
Q4 		$21.5M Sell
1,490,849
-29,645
-2% -$359K 0.01% 1355
2020
Q3 		$12.4M Sell
1,520,494
-35,480
-2% -$290K 0.01% 1539
2020
Q2 		$10.5M Sell
1,555,974
-1,123
-0.1% -$7.28K 0.01% 1616
2020
Q1 		$11M Buy
1,557,097
+126,199
+9% +$1.02M 0.01% 1395
2019
Q4 		$14M Sell
1,430,898
-9,369
-0.7% -$98.7K 0.01% 1454
2019
Q3 		$15.8M Buy
1,440,267
+66,976
+5% +$687K 0.01% 1302
2019
Q2 		$16M Sell
1,373,291
-16,091
-1% -$164K 0.01% 1293
2019
Q1 		$13.3M Sell
1,389,382
-113,159
-8% -$1.25M 0.01% 1405
2018
Q4 		$14.5M Buy
1,502,541
+40,616
+3% +$453K 0.01% 1193
2018
Q3 		$20.8M Sell
1,461,925
-321,034
-18% -$4.36M 0.01% 1112
2018
Q2 		$21.4M Buy
1,782,959
+138,299
+8% +$1.7M 0.02% 1033
2018
Q1 		$20.3M Buy
1,644,660
+116,170
+8% +$1.65M 0.02% 989
2017
Q4 		$22.2M Sell
1,528,490
-250,617
-14% -$3.48M 0.02% 913
2017
Q3 		$25.3M Sell
1,779,107
-507,158
-22% -$6.56M 0.02% 746
2017
Q2 		$29.2M Sell
2,286,265
-648,377
-22% -$7.87M 0.03% 606
2017
Q1 		$37.2M Buy
2,934,642
+283,915
+11% +$3.37M 0.04% 484
2016
Q4 		$27.1M Buy
2,650,727
+30,993
+1% +$354K 0.03% 571
2016
Q3 		$34.5M Buy
2,619,734
+198,090
+8% +$2.65M 0.04% 454
2016
Q2 		$30.8M Buy
2,421,644
+409,140
+20% +$5.43M 0.04% 472
2016
Q1 		$26.6M Buy
2,012,504
+1,066,444
+113% +$14M 0.03% 502
2015
Q4 		$14.6M Buy
946,060
+372,316
+65% +$5.34M 0.02% 775
2015
Q3 		$7.12M Buy
573,744
+97,272
+20% +$1.34M 0.01% 1216
2015
Q2 		$6.52M Buy
476,472
+91,922
+24% +$1.24M 0.01% 1372
2015
Q1 		$4.6M Buy
384,550
+27,326
+8% +$334K 0.01% 1565
2014
Q4 		$4.56M Buy
357,224
+33,434
+10% +$426K 0.01% 1516
2014
Q3 		$4.34M Buy
323,790
+25,863
+9% +$392K 0.01% 1491
2014
Q2 		$4.78M Buy
297,927
+9,406
+3% +$147K 0.01% 1434
2014
Q1 		$5.2M Buy
288,521
+77,813
+37% +$1.35M 0.01% 1303
2013
Q4 		$3.26M Sell
210,708
-66,114
-24% -$974K 0.01% 1596
2013
Q3 		$4.17M Sell
276,822
-62,814
-18% -$947K 0.01% 1313
2013
Q2 		$4.51M Buy
+339,636
New +$4.55M 0.01% 1148

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab's MDRX Position: Q1 2024 in Review

Charles Schwab sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 2,087,605 shares — an estimated $21.9M sold.

Charles Schwab first reported a position in MDRX in Q2 2013 and held it in 43 quarters. The position peaked at $37.2M in Q1 2017. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • Charles Schwab reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab sold 2,087,605 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $21.9M.
  • Charles Schwab first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 43 quarters.
  • Charles Schwab's Veradigm Inc. Common Stock position peaked at $37.2M in Q1 2017.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on Charles Schwab's 13F filing for Q1 2024, filed 9 May 2024.