Charles Schwab
PRM icon

Charles Schwab’s Perimeter Solutions PRM Stock Holding History

Charles Schwab’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.1M Sell
1,149,405
-21,644
-2% -$552K ﹤0.01% 1532
2025
Q4 		$32.2M Sell
1,171,049
-483
-0% -$12.2K 0.01% 1449
2025
Q3 		$26.2M Buy
1,171,532
+8,947
+0.8% +$170K ﹤0.01% 1573
2025
Q2 		$16.2M Sell
1,162,585
-89,439
-7% -$1.03M ﹤0.01% 1786
2025
Q1 		$12.6M Sell
1,252,024
-35,801
-3% -$402K ﹤0.01% 1846
2024
Q4 		$16.5M Buy
1,287,825
+82,163
+7% +$1.07M ﹤0.01% 1792
2024
Q3 		$16.2M Sell
1,205,662
-6,438
-0.5% -$66.7K ﹤0.01% 1810
2024
Q2 		$9.49M Sell
1,212,100
-85,083
-7% -$636K ﹤0.01% 2066
2024
Q1 		$9.63M Buy
1,297,183
+155,528
+14% +$837K ﹤0.01% 2006
2023
Q4 		$5.25M Sell
1,141,655
-9,378
-0.8% -$36K ﹤0.01% 2291
2023
Q3 		$5.23M Buy
1,151,033
+20,229
+2% +$113K ﹤0.01% 2231
2023
Q2 		$6.95M Buy
1,130,804
+101,381
+10% +$679K ﹤0.01% 2076
2023
Q1 		$8.32M Buy
1,029,423
+199
+0% +$1.72K ﹤0.01% 1959
2022
Q4 		$9.41M Sell
1,029,224
-14,989
-1% -$132K ﹤0.01% 1894
2022
Q3 		$8.37M Buy
1,044,213
+775,086
+288% +$7.99M ﹤0.01% 1944
2022
Q2 		$2.92M Buy
+269,127
New +$2.87M ﹤0.01% 2428

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return