Charles Schwab’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117M | Sell |
8,216,874
-329,058
| -4% | -$5.99M | 0.02% | 647 |
|
|
2025
Q4 | $165M | Buy |
8,545,932
+6,385,366
| +296% | +$114M | 0.03% | 481 |
|
|
2025
Q3 | $41.9M | Buy |
2,160,566
+822,716
| +61% | +$14.3M | 0.01% | 1273 |
|
|
2025
Q2 | $19M | Buy |
1,337,850
+71,451
| +6% | +$927K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $15.3M | Buy |
1,266,399
+103,156
| +9% | +$1.33M | ﹤0.01% | 1761 |
|
|
2024
Q4 | $13.1M | Buy |
1,163,243
+122,534
| +12% | +$1.82M | ﹤0.01% | 1894 |
|
|
2024
Q3 | $20M | Buy |
1,040,709
+72,308
| +7% | +$1.27M | ﹤0.01% | 1697 |
|
|
2024
Q2 | $13.3M | Buy |
968,401
+119,676
| +14% | +$1.62M | ﹤0.01% | 1896 |
|
|
2024
Q1 | $12.3M | Buy |
848,725
+131,751
| +18% | +$1.64M | ﹤0.01% | 1879 |
|
|
2023
Q4 | $10.4M | Buy |
716,974
+35,470
| +5% | +$340K | ﹤0.01% | 1962 |
|
|
2023
Q3 | $5.57M | Buy |
681,504
+11,472
| +2% | +$116K | ﹤0.01% | 2202 |
|
|
2023
Q2 | $6M | Buy |
670,032
+28,807
| +4% | +$251K | ﹤0.01% | 2159 |
|
|
2023
Q1 | $5.81M | Sell |
641,225
-997
| -0.2% | -$8.6K | ﹤0.01% | 2134 |
|
|
2022
Q4 | $4.5M | Buy |
642,222
+38,996
| +6% | +$285K | ﹤0.01% | 2266 |
|
|
2022
Q3 | $3.81M | Buy |
603,226
+5,667
| +0.9% | +$49.3K | ﹤0.01% | 2363 |
|
|
2022
Q2 | $4.4M | Sell |
597,559
-98,920
| -14% | -$854K | ﹤0.01% | 2242 |
|
|
2022
Q1 | $7.75M | Buy |
696,479
+20,063
| +3% | +$248K | ﹤0.01% | 2078 |
|
|
2021
Q4 | $9.47M | Buy |
676,416
+2,119
| +0.3% | +$33.7K | ﹤0.01% | 2030 |
|
|
2021
Q3 | $10.8M | Buy |
674,297
+6,949
| +1% | +$121K | ﹤0.01% | 1960 |
|
|
2021
Q2 | $12.9M | Buy |
667,348
+127,358
| +24% | +$2.58M | ﹤0.01% | 1865 |
|
|
2021
Q1 | $12.5M | Buy |
539,990
+15,974
| +3% | +$357K | ﹤0.01% | 1832 |
|
|
2020
Q4 | $10.6M | Buy |
524,016
+72,615
| +16% | +$1.53M | ﹤0.01% | 1836 |
|
|
2020
Q3 | $9M | Buy |
+451,401
| New | +$10.5M | ﹤0.01% | 1765 |
|
Other funds holding RKT
VCM
VPM
VH
SPC
CLG