Charles Schwab
SHCR

Charles Schwab’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Charles Schwab’s Portfolio SHCR Stock Details SHCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,775,730
Closed -$2.52M – 3545
2024
Q3 		$2.52M Buy
1,775,730
+26,756
+2% +$37.1K ﹤0.01% 2641
2024
Q2 		$2.36M Sell
1,748,974
-705,826
-29% -$580K ﹤0.01% 2654
2024
Q1 		$1.88M Buy
2,454,800
+208,417
+9% +$209K ﹤0.01% 2606
2023
Q4 		$2.43M Buy
2,246,383
+14,429
+0.6% +$14.8K ﹤0.01% 2553
2023
Q3 		$2.1M Sell
2,231,954
-143,400
-6% -$171K ﹤0.01% 2580
2023
Q2 		$4.16M Buy
2,375,354
+51,935
+2% +$81.4K ﹤0.01% 2308
2023
Q1 		$3.3M Buy
2,323,419
+3,496
+0.2% +$7.92K ﹤0.01% 2377
2022
Q4 		$3.71M Buy
2,319,923
+62,202
+3% +$115K ﹤0.01% 2357
2022
Q3 		$4.29M Buy
2,257,721
+668,362
+42% +$1.17M ﹤0.01% 2294
2022
Q2 		$2.51M Buy
1,589,359
+134,967
+9% +$331K ﹤0.01% 2497
2022
Q1 		$3.59M Buy
1,454,392
+49,081
+3% +$161K ﹤0.01% 2434
2021
Q4 		$6.31M Buy
1,405,311
+37,676
+3% +$242K ﹤0.01% 2234
2021
Q3 		$11.3M Buy
+1,367,635
New +$10.3M ﹤0.01% 1938

Other funds holding SHCR

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Charles Schwab's SHCR Position: Q4 2024 in Review

Charles Schwab sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 1,775,730 shares — an estimated $2.52M sold.

Charles Schwab first reported a position in SHCR in Q3 2021 and held it in 13 quarters. The position peaked at $11.3M in Q3 2021. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

  • Charles Schwab reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 1,775,730 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $2.52M.
  • Charles Schwab first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2021 and held it in 13 quarters.
  • Charles Schwab's Sharecare, Inc. Class A Common Stock position peaked at $11.3M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.