Charles Schwab
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Charles Schwab’s Porch Group PRCH Stock Holding History

Charles Schwab’s Portfolio PRCH Stock Details PRCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.18M Sell
722,613
-73,985
-9% -$591K ﹤0.01% 2387
2025
Q4 		$7.27M Sell
796,598
-7,126
-0.9% -$85.8K ﹤0.01% 2289
2025
Q3 		$13.5M Buy
803,724
+546,211
+212% +$8.38M ﹤0.01% 1957
2025
Q2 		$3.04M Buy
257,513
+26,355
+11% +$226K ﹤0.01% 2538
2025
Q1 		$1.69M Sell
231,158
-17,042
-7% -$92.4K ﹤0.01% 2665
2024
Q4 		$1.22M Buy
248,200
+11,849
+5% +$38K ﹤0.01% 2835
2024
Q3 		$363K Buy
236,351
+21,171
+10% +$33.3K ﹤0.01% 3243
2024
Q2 		$325K Buy
215,180
+182,180
+552% +$507K ﹤0.01% 3343
2024
Q1 		$142K Hold
33,000
– – ﹤0.01% 3275
2023
Q4 		$102K Hold
33,000
– – ﹤0.01% 3345
2023
Q3 		$26.5K Sell
33,000
-388,959
-92% -$409K ﹤0.01% 3483
2023
Q2 		$582K Sell
421,959
-183,397
-30% -$222K ﹤0.01% 2976
2023
Q1 		$866K Sell
605,356
-13,136
-2% -$31.1K ﹤0.01% 2783
2022
Q4 		$1.16M Buy
618,492
+101,364
+20% +$179K ﹤0.01% 2730
2022
Q3 		$1.16M Sell
517,128
-34,766
-6% -$84.2K ﹤0.01% 2739
2022
Q2 		$1.41M Buy
551,894
+3,548
+0.6% +$14.7K ﹤0.01% 2672
2022
Q1 		$3.81M Buy
548,346
+13,151
+2% +$121K ﹤0.01% 2402
2021
Q4 		$8.34M Buy
535,195
+6,656
+1% +$128K ﹤0.01% 2093
2021
Q3 		$9.35M Buy
528,539
+135,096
+34% +$2.54M ﹤0.01% 2054
2021
Q2 		$7.61M Buy
393,443
+94,514
+32% +$1.56M ﹤0.01% 2145
2021
Q1 		$5.29M Buy
+298,929
New +$5.31M ﹤0.01% 2276

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return