Charles Schwab’s Semler Scientific SMLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-487,674
| Closed | -$7.46M | – | 3510 |
|
|
2025
Q4 | $7.46M | Buy |
487,674
+91,614
| +23% | +$2.08M | ﹤0.01% | 2270 |
|
|
2025
Q3 | $11.9M | Buy |
396,060
+218,906
| +124% | +$7.53M | ﹤0.01% | 2032 |
|
|
2025
Q2 | $6.86M | Buy |
177,154
+18,578
| +12% | +$662K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $5.74M | Buy |
158,576
+109,951
| +226% | +$5.15M | ﹤0.01% | 2212 |
|
|
2024
Q4 | $2.63M | Buy |
48,625
+4,802
| +11% | +$221K | ﹤0.01% | 2598 |
|
|
2024
Q3 | $1.03M | Buy |
43,823
+3,925
| +10% | +$113K | ﹤0.01% | 2904 |
|
|
2024
Q2 | $1.37M | Buy |
39,898
+767
| +2% | +$22.1K | ﹤0.01% | 2821 |
|
|
2024
Q1 | $1.14M | Buy |
39,131
+2,250
| +6% | +$93.9K | ﹤0.01% | 2754 |
|
|
2023
Q4 | $1.63M | Sell |
36,881
-1,971
| -5% | -$70.8K | ﹤0.01% | 2675 |
|
|
2023
Q3 | $986K | Buy |
38,852
+1,833
| +5% | +$47.7K | ﹤0.01% | 2804 |
|
|
2023
Q2 | $971K | Buy |
37,019
+11,556
| +45% | +$304K | ﹤0.01% | 2778 |
|
|
2023
Q1 | $682K | Sell |
25,463
-333
| -1% | -$9.33K | ﹤0.01% | 2851 |
|
|
2022
Q4 | $851K | Buy |
25,796
+279
| +1% | +$9.68K | ﹤0.01% | 2826 |
|
|
2022
Q3 | $959K | Buy |
25,517
+4,333
| +20% | +$164K | ﹤0.01% | 2809 |
|
|
2022
Q2 | $597K | Sell |
21,184
-3,177
| -13% | -$114K | ﹤0.01% | 3001 |
|
|
2022
Q1 | $1.21M | Buy |
24,361
+487
| +2% | +$32.6K | ﹤0.01% | 2783 |
|
|
2021
Q4 | $2.19M | Buy |
+23,874
| New | +$2.68M | ﹤0.01% | 2680 |
|
Charles Schwab's SMLR Position: Q1 2026 in Review
Charles Schwab sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 487,674 shares — an estimated $7.46M sold.
Charles Schwab first reported a position in SMLR in Q4 2021 and held it in 17 quarters. The position peaked at $11.9M in Q3 2025. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.
- Charles Schwab reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
- Charles Schwab sold 487,674 Semler Scientific shares in Q1 2026, an estimated $7.46M.
- Charles Schwab first reported a position in Semler Scientific in Q4 2021 and held it in 17 quarters.
- Charles Schwab's Semler Scientific position peaked at $11.9M in Q3 2025.
- 0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.