Charles Schwab
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Charles Schwab’s Schrodinger SDGR Stock Holding History

Charles Schwab’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.53M Buy
586,766
+77,024
+15% +$1.03M ﹤0.01% 2178
2026
Q1 		$5.79M Sell
509,742
-6,161
-1% -$85.2K ﹤0.01% 2340
2025
Q4 		$9.22M Buy
515,903
+30,447
+6% +$577K ﹤0.01% 2178
2025
Q3 		$9.74M Sell
485,456
-36,141
-7% -$726K ﹤0.01% 2132
2025
Q2 		$10.5M Buy
521,597
+10,202
+2% +$233K ﹤0.01% 1988
2025
Q1 		$10.1M Buy
511,395
+1,715
+0.3% +$38.6K ﹤0.01% 1950
2024
Q4 		$9.83M Buy
509,680
+11,167
+2% +$217K ﹤0.01% 2017
2024
Q3 		$9.25M Buy
498,513
+19,436
+4% +$399K ﹤0.01% 2061
2024
Q2 		$9.27M Buy
479,077
+23,020
+5% +$531K ﹤0.01% 2079
2024
Q1 		$12.3M Buy
456,057
+12,573
+3% +$352K ﹤0.01% 1881
2023
Q4 		$15.9M Buy
443,484
+15,588
+4% +$452K ﹤0.01% 1726
2023
Q3 		$12.1M Buy
427,896
+19,321
+5% +$779K ﹤0.01% 1812
2023
Q2 		$20.4M Buy
408,575
+9,123
+2% +$308K 0.01% 1487
2023
Q1 		$10.5M Buy
399,452
+595
+0.1% +$14.1K ﹤0.01% 1849
2022
Q4 		$7.45M Buy
398,857
+7,899
+2% +$164K ﹤0.01% 2008
2022
Q3 		$9.77M Buy
390,958
+42,695
+12% +$1.25M ﹤0.01% 1847
2022
Q2 		$9.2M Buy
348,263
+10,641
+3% +$286K ﹤0.01% 1875
2022
Q1 		$11.5M Buy
337,622
+9,639
+3% +$293K ﹤0.01% 1872
2021
Q4 		$11.4M Buy
327,983
+6,640
+2% +$303K ﹤0.01% 1937
2021
Q3 		$17.6M Sell
321,343
-43,999
-12% -$2.82M 0.01% 1681
2021
Q2 		$27.6M Buy
365,342
+40,550
+12% +$2.94M 0.01% 1318
2021
Q1 		$24.8M Buy
324,792
+37,564
+13% +$3.38M 0.01% 1362
2020
Q4 		$22.7M Buy
287,228
+10,690
+4% +$672K 0.01% 1304
2020
Q3 		$13.1M Buy
276,538
+158,117
+134% +$10.9M 0.01% 1496
2020
Q2 		$10.8M Buy
118,421
+88,803
+300% +$5.17M 0.01% 1599
2020
Q1 		$1.28M Buy
+29,618
New +$1.12M ﹤0.01% 2433

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Charles Schwab's SDGR Position: Q2 2026 in Review

Charles Schwab increased its Schrodinger (SDGR) stake by 15% in Q2 2026, buying an estimated $1.03M and bringing the position to 586,766 shares worth $9.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Charles Schwab first reported a position in SDGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $27.6M in Q2 2021. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Charles Schwab held 586,766 shares of Schrodinger worth $9.53M as of Q2 2026.
  • Charles Schwab bought 77,024 Schrodinger shares in Q2 2026, an estimated $1.03M.
  • Schrodinger made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2178 holding.
  • Charles Schwab first reported a position in Schrodinger in Q1 2020 and has held it in 26 quarters since.
  • Charles Schwab's Schrodinger position peaked at $27.6M in Q2 2021.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.