Charles Schwab
QIPT

Charles Schwab’s Quipt Home Medical QIPT Stock Holding History

Charles Schwab’s Portfolio QIPT Stock Details QIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-87,829
Closed -$205K – 3557
2025
Q1 		$205K Sell
87,829
-12,174
-12% -$33.4K ﹤0.01% 3255
2024
Q4 		$305K Hold
100,003
– – ﹤0.01% 3266
2024
Q3 		$292K Hold
100,003
– – ﹤0.01% 3290
2024
Q2 		$322K Buy
100,003
+9,186
+10% +$33K ﹤0.01% 3348
2024
Q1 		$397K Sell
90,817
-7,089
-7% -$32K ﹤0.01% 3110
2023
Q4 		$498K Buy
97,906
+5,675
+6% +$27.2K ﹤0.01% 3073
2023
Q3 		$469K Hold
92,231
– – ﹤0.01% 3058
2023
Q2 		$493K Buy
+92,231
New +$544K ﹤0.01% 3061

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Charles Schwab's QIPT Position: Q2 2025 in Review

Charles Schwab sold out of Quipt Home Medical (QIPT) in Q2 2025, closing a stake of 87,829 shares — an estimated $205K sold.

Charles Schwab first reported a position in QIPT in Q2 2023 and held it in 8 quarters. The position peaked at $498K in Q4 2023. 75 funds tracked by Wall St. Rank hold QIPT as of Q2 2025.

  • Charles Schwab reported no remaining Quipt Home Medical position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 87,829 Quipt Home Medical shares in Q2 2025, an estimated $205K.
  • Charles Schwab first reported a position in Quipt Home Medical in Q2 2023 and held it in 8 quarters.
  • Charles Schwab's Quipt Home Medical position peaked at $498K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Quipt Home Medical as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.