Charles Schwab
SEER icon

Charles Schwab’s Seer Inc SEER Stock Holding History

Charles Schwab’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,051
Closed -$39.2K – 3498
2025
Q3 		$39.2K Hold
18,051
– – ﹤0.01% 3438
2025
Q2 		$38.6K Sell
18,051
-54
-0.3% -$108 ﹤0.01% 3466
2025
Q1 		$30.6K Buy
18,105
+238
+1% +$518 ﹤0.01% 3437
2024
Q4 		$41.3K Hold
17,867
– – ﹤0.01% 3451
2024
Q3 		$35.2K Sell
17,867
-203,094
-92% -$356K ﹤0.01% 3447
2024
Q2 		$371K Sell
220,961
-132,679
-38% -$248K ﹤0.01% 3306
2024
Q1 		$672K Buy
353,640
+24,210
+7% +$43.5K ﹤0.01% 2916
2023
Q4 		$639K Buy
329,430
+3,640
+1% +$6.47K ﹤0.01% 2984
2023
Q3 		$720K Sell
325,790
-6,263
-2% -$21.7K ﹤0.01% 2908
2023
Q2 		$1.42M Buy
332,053
+41,906
+14% +$164K ﹤0.01% 2662
2023
Q1 		$1.12M Buy
290,147
+7,674
+3% +$35.3K ﹤0.01% 2698
2022
Q4 		$1.64M Sell
282,473
-14,631
-5% -$98.7K ﹤0.01% 2625
2022
Q3 		$2.3M Buy
297,104
+7,025
+2% +$68.2K ﹤0.01% 2546
2022
Q2 		$2.6M Buy
290,079
+19,587
+7% +$179K ﹤0.01% 2480
2022
Q1 		$4.12M Buy
270,492
+7,619
+3% +$118K ﹤0.01% 2369
2021
Q4 		$6M Buy
262,873
+4,039
+2% +$116K ﹤0.01% 2264
2021
Q3 		$8.94M Buy
258,834
+164,527
+174% +$5.66M ﹤0.01% 2072
2021
Q2 		$3.09M Buy
94,307
+3,172
+3% +$125K ﹤0.01% 2582
2021
Q1 		$4.56M Buy
+91,135
New +$5.33M ﹤0.01% 2344

Other funds holding SEER

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM
AIIC
AJU IB Investment Company Seoul, South Korea $30.5M AUM 128.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab's SEER Position: Q4 2025 in Review

Charles Schwab sold out of Seer Inc (SEER) in Q4 2025, closing a stake of 18,051 shares — an estimated $39.2K sold.

Charles Schwab first reported a position in SEER in Q1 2021 and held it in 19 quarters. The position peaked at $8.94M in Q3 2021. 63 funds tracked by Wall St. Rank hold SEER as of Q4 2025.

  • Charles Schwab reported no remaining Seer Inc position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 18,051 Seer Inc shares in Q4 2025, an estimated $39.2K.
  • Charles Schwab first reported a position in Seer Inc in Q1 2021 and held it in 19 quarters.
  • Charles Schwab's Seer Inc position peaked at $8.94M in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Seer Inc as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.