Charles Schwab’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.8M | Buy |
152,812
+15,415
| +11% | +$237K | ﹤0.01% | 2675 |
|
|
2026
Q1 | $1.62M | Sell |
137,397
-13,589
| -9% | -$200K | ﹤0.01% | 2767 |
|
|
2025
Q4 | $2.75M | Buy |
150,986
+11,982
| +9% | +$210K | ﹤0.01% | 2665 |
|
|
2025
Q3 | $2.09M | Sell |
139,004
-14,346
| -9% | -$209K | ﹤0.01% | 2732 |
|
|
2025
Q2 | $2.68M | Sell |
153,350
-13,042
| -8% | -$366K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $4.08M | Buy |
166,392
+23,139
| +16% | +$701K | ﹤0.01% | 2354 |
|
|
2024
Q4 | $4M | Buy |
143,253
+6,418
| +5% | +$195K | ﹤0.01% | 2440 |
|
|
2024
Q3 | $4.38M | Sell |
136,835
-989
| -0.7% | -$36.6K | ﹤0.01% | 2441 |
|
|
2024
Q2 | $6.7M | Buy |
137,824
+6,667
| +5% | +$314K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $5.4M | Buy |
131,157
+3,821
| +3% | +$157K | ﹤0.01% | 2259 |
|
|
2023
Q4 | $5.7M | Sell |
127,336
-943
| -0.7% | -$37.4K | ﹤0.01% | 2255 |
|
|
2023
Q3 | $5.35M | Buy |
128,279
+3,432
| +3% | +$156K | ﹤0.01% | 2223 |
|
|
2023
Q2 | $5.41M | Buy |
124,847
+2,930
| +2% | +$128K | ﹤0.01% | 2214 |
|
|
2023
Q1 | $5.36M | Buy |
121,917
+3,546
| +3% | +$142K | ﹤0.01% | 2176 |
|
|
2022
Q4 | $4.33M | Buy |
118,371
+2,486
| +2% | +$105K | ﹤0.01% | 2294 |
|
|
2022
Q3 | $5.63M | Buy |
115,885
+4,247
| +4% | +$248K | ﹤0.01% | 2154 |
|
|
2022
Q2 | $5.51M | Sell |
111,638
-2,010
| -2% | -$94.9K | ﹤0.01% | 2147 |
|
|
2022
Q1 | $5.79M | Buy |
113,648
+4,330
| +4% | +$186K | ﹤0.01% | 2208 |
|
|
2021
Q4 | $5.17M | Buy |
109,318
+752
| +0.7% | +$35.5K | ﹤0.01% | 2335 |
|
|
2021
Q3 | $4.29M | Buy |
108,566
+2,923
| +3% | +$133K | ﹤0.01% | 2446 |
|
|
2021
Q2 | $5.8M | Buy |
105,643
+1,859
| +2% | +$107K | ﹤0.01% | 2273 |
|
|
2021
Q1 | $6.56M | Buy |
103,784
+6,320
| +6% | +$464K | ﹤0.01% | 2162 |
|
|
2020
Q4 | $7.01M | Buy |
97,464
+1,955
| +2% | +$130K | ﹤0.01% | 2058 |
|
|
2020
Q3 | $7.2M | Buy |
95,509
+13,172
| +16% | +$845K | ﹤0.01% | 1880 |
|
|
2020
Q2 | $4.93M | Buy |
82,337
+5,917
| +8% | +$260K | ﹤0.01% | 2038 |
|
|
2020
Q1 | $2.67M | Buy |
76,420
+1,187
| +2% | +$39.6K | ﹤0.01% | 2150 |
|
|
2019
Q4 | $2.19M | Buy |
75,233
+3,839
| +5% | +$130K | ﹤0.01% | 2387 |
|
|
2019
Q3 | $2.48M | Buy |
71,394
+43,355
| +155% | +$1.53M | ﹤0.01% | 2319 |
|
|
2019
Q2 | $801K | Buy |
28,039
+2,446
| +10% | +$59.3K | ﹤0.01% | 2650 |
|
|
2019
Q1 | $541K | Hold |
25,593
| – | – | ﹤0.01% | 2735 |
|
|
2018
Q4 | $510K | Hold |
25,593
| – | – | ﹤0.01% | 2765 |
|
|
2018
Q3 | $517K | Buy |
25,593
+2,905
| +13% | +$56.7K | ﹤0.01% | 2823 |
|
|
2018
Q2 | $505K | Buy |
22,688
+3,188
| +16% | +$60.2K | ﹤0.01% | 2799 |
|
|
2018
Q1 | $288K | Hold |
19,500
| – | – | ﹤0.01% | 2892 |
|
|
2017
Q4 | $314K | Hold |
19,500
| – | – | ﹤0.01% | 2861 |
|
|
2017
Q3 | $303K | Hold |
19,500
| – | – | ﹤0.01% | 2869 |
|
|
2017
Q2 | $241K | Buy |
+19,500
| New | +$232K | ﹤0.01% | 2959 |
|
Other funds holding SLP
FLAM
KCM
TCM
Charles Schwab's SLP Position: Q2 2026 in Review
Charles Schwab increased its Simulations Plus (SLP) stake by 11% in Q2 2026, buying an estimated $237K and bringing the position to 152,812 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2675.
Charles Schwab first reported a position in SLP in Q2 2017 and has held it in 37 quarters since. The position peaked at $7.2M in Q3 2020. 168 funds tracked by Wall St. Rank hold SLP as of Q2 2026.
- Charles Schwab held 152,812 shares of Simulations Plus worth $2.8M as of Q2 2026.
- Charles Schwab bought 15,415 Simulations Plus shares in Q2 2026, an estimated $237K.
- Simulations Plus made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2675 holding.
- Charles Schwab first reported a position in Simulations Plus in Q2 2017 and has held it in 37 quarters since.
- Charles Schwab's Simulations Plus position peaked at $7.2M in Q3 2020.
- 168 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.