Charles Schwab
SLQT icon

Charles Schwab’s SelectQuote SLQT Stock Holding History

Charles Schwab’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$676K Sell
803,155
-192,942
-19% -$176K ﹤0.01% 3138
2026
Q1 		$627K Sell
996,097
-119,574
-11% -$126K ﹤0.01% 3032
2025
Q4 		$1.57M Sell
1,115,671
-141,451
-11% -$237K ﹤0.01% 2799
2025
Q3 		$2.46M Buy
1,257,122
+49,940
+4% +$106K ﹤0.01% 2699
2025
Q2 		$2.87M Buy
1,207,182
+17,346
+1% +$45.5K ﹤0.01% 2567
2025
Q1 		$3.97M Sell
1,189,836
-1,865
-0.2% -$7.91K ﹤0.01% 2368
2024
Q4 		$4.43M Buy
1,191,701
+10,038
+0.8% +$25.6K ﹤0.01% 2384
2024
Q3 		$2.56M Buy
1,181,663
+53,159
+5% +$174K ﹤0.01% 2633
2024
Q2 		$3.11M Buy
1,128,504
+44,674
+4% +$108K ﹤0.01% 2546
2024
Q1 		$2.17M Buy
1,083,830
+57,355
+6% +$85.8K ﹤0.01% 2568
2023
Q4 		$1.41M Sell
1,026,475
-39,640
-4% -$51.7K ﹤0.01% 2719
2023
Q3 		$1.25M Buy
1,066,115
+110,686
+12% +$167K ﹤0.01% 2724
2023
Q2 		$1.86M Buy
955,429
+9,759
+1% +$16.4K ﹤0.01% 2572
2023
Q1 		$2.05M Buy
945,670
+47,283
+5% +$76.3K ﹤0.01% 2520
2022
Q4 		$604K Buy
898,387
+24,006
+3% +$15.7K ﹤0.01% 2936
2022
Q3 		$639K Sell
874,381
-22,832
-3% -$37.9K ﹤0.01% 2933
2022
Q2 		$2.23M Buy
897,213
+38,823
+5% +$99.5K ﹤0.01% 2540
2022
Q1 		$2.4M Sell
858,390
-39,815
-4% -$192K ﹤0.01% 2585
2021
Q4 		$8.14M Buy
898,205
+13,645
+2% +$150K ﹤0.01% 2108
2021
Q3 		$11.4M Buy
884,560
+390,350
+79% +$5.88M ﹤0.01% 1926
2021
Q2 		$9.52M Buy
494,210
+8,665
+2% +$216K ﹤0.01% 2030
2021
Q1 		$14.3M Buy
485,545
+273,367
+129% +$7.17M 0.01% 1753
2020
Q4 		$4.4M Buy
212,178
+3,816
+2% +$78.4K ﹤0.01% 2284
2020
Q3 		$4.22M Buy
+208,362
New +$4.34M ﹤0.01% 2151

Other funds holding SLQT

ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's SLQT Position: Q2 2026 in Review

Charles Schwab reduced its SelectQuote (SLQT) stake by 19% in Q2 2026, selling an estimated $176K and leaving 803,155 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Charles Schwab first reported a position in SLQT in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.3M in Q1 2021. 156 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

  • Charles Schwab held 803,155 shares of SelectQuote worth $676K as of Q2 2026.
  • Charles Schwab sold 192,942 SelectQuote shares in Q2 2026, an estimated $176K.
  • SelectQuote made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3138 holding.
  • Charles Schwab first reported a position in SelectQuote in Q3 2020 and has held it in 24 quarters since.
  • Charles Schwab's SelectQuote position peaked at $14.3M in Q1 2021.
  • 156 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

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