Charles Schwab
RBOT

Charles Schwab’s Vicarious Surgical RBOT Stock Holding History

Charles Schwab’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,689
Closed -$78.6K – 3669
2024
Q1 		$78.6K Hold
8,689
– – ﹤0.01% 3331
2023
Q4 		$95.6K Buy
8,689
+3,350
+63% +$37.3K ﹤0.01% 3352
2023
Q3 		$94.6K Sell
5,339
-6,914
-56% -$252K ﹤0.01% 3360
2023
Q2 		$673K Buy
12,253
+1,212
+11% +$77.2K ﹤0.01% 2913
2023
Q1 		$752K Sell
11,041
-102
-0.9% -$7.93K ﹤0.01% 2825
2022
Q4 		$675K Buy
11,143
+255
+2% +$23.7K ﹤0.01% 2910
2022
Q3 		$1.09M Buy
10,888
+1,776
+19% +$207K ﹤0.01% 2763
2022
Q2 		$804K Buy
9,112
+3,184
+54% +$389K ﹤0.01% 2879
2022
Q1 		$900K Buy
5,928
+147
+3% +$27.3K ﹤0.01% 2898
2021
Q4 		$1.84M Buy
+5,781
New +$2.04M ﹤0.01% 2730

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab's RBOT Position: Q2 2024 in Review

Charles Schwab sold out of Vicarious Surgical (RBOT) in Q2 2024, closing a stake of 8,689 shares — an estimated $78.6K sold.

Charles Schwab first reported a position in RBOT in Q4 2021 and held it in 10 quarters. The position peaked at $1.84M in Q4 2021. 38 funds tracked by Wall St. Rank hold RBOT as of Q2 2024.

  • Charles Schwab reported no remaining Vicarious Surgical position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab sold 8,689 Vicarious Surgical shares in Q2 2024, an estimated $78.6K.
  • Charles Schwab first reported a position in Vicarious Surgical in Q4 2021 and held it in 10 quarters.
  • Charles Schwab's Vicarious Surgical position peaked at $1.84M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Vicarious Surgical as of Q2 2024.

Based on Charles Schwab's 13F filing for Q2 2024, filed 12 Aug 2024.