Charles Schwab
SEM

Charles Schwab’s Select Medical SEM Stock Holding History

Charles Schwab’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.66M Sell
161,356
-1,543,247
-91% -$25.4M ﹤0.01% 2691
2026
Q1 		$27.8M Buy
1,704,603
+17,866
+1% +$280K ﹤0.01% 1540
2025
Q4 		$25M Buy
1,686,737
+22,643
+1% +$320K ﹤0.01% 1605
2025
Q3 		$21.4M Buy
1,664,094
+46,477
+3% +$619K ﹤0.01% 1697
2025
Q2 		$24.6M Sell
1,617,617
-16,260
-1% -$254K ﹤0.01% 1554
2025
Q1 		$27.3M Sell
1,633,877
-22,443
-1% -$413K 0.01% 1450
2024
Q4 		$31.2M Sell
1,656,320
-1,399,250
-46% -$27M 0.01% 1433
2024
Q3 		$57.4M Buy
3,055,570
+45,359
+2% +$869K 0.01% 1031
2024
Q2 		$56.9M Buy
3,010,211
+122,711
+4% +$2.09M 0.01% 968
2024
Q1 		$46.9M Buy
2,887,500
+164,546
+6% +$2.41M 0.01% 1085
2023
Q4 		$34.5M Buy
2,722,954
+148,307
+6% +$1.87M 0.01% 1244
2023
Q3 		$35.1M Buy
2,574,647
+81,248
+3% +$1.25M 0.01% 1144
2023
Q2 		$42.8M Buy
2,493,399
+16,506
+0.7% +$256K 0.01% 958
2023
Q1 		$34.5M Buy
2,476,893
+17,908
+0.7% +$264K 0.01% 1084
2022
Q4 		$32.9M Buy
2,458,985
+118,569
+5% +$1.53M 0.01% 1095
2022
Q3 		$27.9M Buy
2,340,416
+110,369
+5% +$1.57M 0.01% 1148
2022
Q2 		$28.4M Buy
2,230,047
+123,897
+6% +$1.59M 0.01% 1136
2022
Q1 		$27.2M Sell
2,106,150
-15,735
-0.7% -$208K 0.01% 1305
2021
Q4 		$33.6M Buy
2,121,885
+31,561
+2% +$539K 0.01% 1186
2021
Q3 		$40.7M Buy
2,090,324
+35,212
+2% +$699K 0.01% 1019
2021
Q2 		$46.8M Buy
2,055,112
+93,947
+5% +$1.95M 0.02% 920
2021
Q1 		$36M Buy
1,961,165
+49,030
+3% +$804K 0.01% 1053
2020
Q4 		$28.5M Buy
1,912,135
+7,608
+0.4% +$99.3K 0.01% 1144
2020
Q3 		$21.4M Sell
1,904,527
-96,352
-5% -$949K 0.01% 1154
2020
Q2 		$15.9M Sell
2,000,879
-158,802
-7% -$1.32M 0.01% 1340
2020
Q1 		$17.5M Buy
2,159,681
+22,501
+1% +$267K 0.01% 1102
2019
Q4 		$26.9M Sell
2,137,180
-5,344
-0.2% -$57.6K 0.01% 1009
2019
Q3 		$19.1M Buy
2,142,524
+65,267
+3% +$571K 0.01% 1170
2019
Q2 		$17.8M Buy
2,077,257
+7,843
+0.4% +$62K 0.01% 1225
2019
Q1 		$15.7M Buy
2,069,414
+124,495
+6% +$1M 0.01% 1269
2018
Q4 		$16.1M Sell
1,944,919
-198,533
-9% -$1.9M 0.01% 1134
2018
Q3 		$21.3M Buy
2,143,452
+184,800
+9% +$1.91M 0.01% 1099
2018
Q2 		$19.2M Buy
1,958,652
+120,809
+7% +$1.19M 0.01% 1116
2018
Q1 		$17.1M Sell
1,837,843
-12,119
-0.7% -$115K 0.01% 1112
2017
Q4 		$17.6M Buy
1,849,962
+3,650
+0.2% +$34.9K 0.01% 1077
2017
Q3 		$19.1M Buy
1,846,312
+51,590
+3% +$476K 0.02% 959
2017
Q2 		$14.8M Buy
1,794,722
+159,317
+10% +$1.2M 0.01% 1073
2017
Q1 		$11.8M Buy
1,635,405
+143,402
+10% +$1.04M 0.01% 1202
2016
Q4 		$10.7M Buy
1,492,003
+192,887
+15% +$1.34M 0.01% 1206
2016
Q3 		$9.45M Buy
1,299,116
+148,092
+13% +$941K 0.01% 1210
2016
Q2 		$6.74M Buy
1,151,024
+93,381
+9% +$619K 0.01% 1353
2016
Q1 		$6.73M Buy
1,057,643
+88,972
+9% +$477K 0.01% 1319
2015
Q4 		$6.22M Buy
968,671
+63,917
+7% +$400K 0.01% 1367
2015
Q3 		$5.26M Buy
904,754
+64,634
+8% +$479K 0.01% 1432
2015
Q2 		$7.33M Buy
840,120
+137,643
+20% +$1.16M 0.01% 1275
2015
Q1 		$5.61M Buy
702,477
+97,286
+16% +$727K 0.01% 1426
2014
Q4 		$4.7M Buy
605,191
+34,978
+6% +$255K 0.01% 1496
2014
Q3 		$3.7M Buy
570,213
+79,008
+16% +$610K 0.01% 1603
2014
Q2 		$4.13M Buy
491,205
+95,381
+24% +$739K 0.01% 1552
2014
Q1 		$2.66M Buy
395,824
+63,034
+19% +$382K ﹤0.01% 1793
2013
Q4 		$2.08M Buy
332,790
+20,648
+7% +$101K ﹤0.01% 1898
2013
Q3 		$1.38M Buy
312,142
+51,708
+20% +$236K ﹤0.01% 2049
2013
Q2 		$1.15M Buy
+260,434
New +$1.15M ﹤0.01% 2076

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DAM
Decagon Asset Management London, United Kingdom $525M AUM 50.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Charles Schwab's SEM Position: Q2 2026 in Review

Charles Schwab reduced its Select Medical (SEM) stake by 91% in Q2 2026, selling an estimated $25.4M and leaving 161,356 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Charles Schwab first reported a position in SEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $57.4M in Q3 2024. 238 funds tracked by Wall St. Rank hold SEM as of Q2 2026.

  • Charles Schwab held 161,356 shares of Select Medical worth $2.66M as of Q2 2026.
  • Charles Schwab sold 1,543,247 Select Medical shares in Q2 2026, an estimated $25.4M.
  • Select Medical made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2691 holding.
  • Charles Schwab first reported a position in Select Medical in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Select Medical position peaked at $57.4M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Select Medical as of Q2 2026.

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