Charles Schwab’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,379
| Closed | -$30K | – | 3653 |
|
|
2021
Q4 | $30K | Hold |
1,379
| – | – | ﹤0.01% | 3549 |
|
|
2021
Q3 | $46K | Hold |
1,379
| – | – | ﹤0.01% | 3463 |
|
|
2021
Q2 | $58K | Sell |
1,379
-7,055
| -84% | -$361K | ﹤0.01% | 3349 |
|
|
2021
Q1 | $552K | Buy |
8,434
+3,747
| +80% | +$261K | ﹤0.01% | 3040 |
|
|
2020
Q4 | $308K | Hold |
4,687
| – | – | ﹤0.01% | 3153 |
|
|
2020
Q3 | $255K | Sell |
4,687
-172
| -4% | -$13.2K | ﹤0.01% | 3096 |
|
|
2020
Q2 | $464K | Buy |
4,859
+260
| +6% | +$19.4K | ﹤0.01% | 2864 |
|
|
2020
Q1 | $236K | Buy |
4,599
+31
| +0.7% | +$3.24K | ﹤0.01% | 2968 |
|
|
2019
Q4 | $376K | Hold |
4,568
| – | – | ﹤0.01% | 2923 |
|
|
2019
Q3 | $391K | Hold |
4,568
| – | – | ﹤0.01% | 2895 |
|
|
2019
Q2 | $583K | Buy |
4,568
+186
| +4% | +$26.8K | ﹤0.01% | 2743 |
|
|
2019
Q1 | $790K | Buy |
4,382
+185
| +4% | +$26.8K | ﹤0.01% | 2622 |
|
|
2018
Q4 | $466K | Hold |
4,197
| – | – | ﹤0.01% | 2798 |
|
|
2018
Q3 | $567K | Hold |
4,197
| – | – | ﹤0.01% | 2794 |
|
|
2018
Q2 | $580K | Buy |
4,197
+587
| +16% | +$80.8K | ﹤0.01% | 2762 |
|
|
2018
Q1 | $499K | Hold |
3,610
| – | – | ﹤0.01% | 2731 |
|
|
2017
Q4 | $445K | Buy |
3,610
+500
| +16% | +$68.7K | ﹤0.01% | 2751 |
|
|
2017
Q3 | $425K | Hold |
3,110
| – | – | ﹤0.01% | 2766 |
|
|
2017
Q2 | $546K | Sell |
3,110
-2,766
| -47% | -$393K | ﹤0.01% | 2660 |
|
|
2017
Q1 | $706K | Hold |
5,876
| – | – | ﹤0.01% | 2535 |
|
|
2016
Q4 | $573K | Sell |
5,876
-1,611
| -22% | -$148K | ﹤0.01% | 2605 |
|
|
2016
Q3 | $703K | Hold |
7,487
| – | – | ﹤0.01% | 2504 |
|
|
2016
Q2 | $807K | Buy |
7,487
+1,200
| +19% | +$141K | ﹤0.01% | 2415 |
|
|
2016
Q1 | $755K | Buy |
6,287
+1,733
| +38% | +$182K | ﹤0.01% | 2434 |
|
|
2015
Q4 | $543K | Hold |
4,554
| – | – | ﹤0.01% | 2611 |
|
|
2015
Q3 | $777K | Hold |
4,554
| – | – | ﹤0.01% | 2465 |
|
|
2015
Q2 | $883K | Buy |
4,554
+1,487
| +48% | +$276K | ﹤0.01% | 2470 |
|
|
2015
Q1 | $455K | Hold |
3,067
| – | – | ﹤0.01% | 2659 |
|
|
2014
Q4 | $479K | Hold |
3,067
| – | – | ﹤0.01% | 2638 |
|
|
2014
Q3 | $440K | Hold |
3,067
| – | – | ﹤0.01% | 2632 |
|
|
2014
Q2 | $401K | Hold |
3,067
| – | – | ﹤0.01% | 2725 |
|
|
2014
Q1 | $376K | Sell |
3,067
-2,943
| -49% | -$319K | ﹤0.01% | 2710 |
|
|
2013
Q4 | $639K | Sell |
6,010
-1,417
| -19% | -$137K | ﹤0.01% | 2481 |
|
|
2013
Q3 | $836K | Sell |
7,427
-1,139
| -13% | -$129K | ﹤0.01% | 2301 |
|
|
2013
Q2 | $982K | Buy |
+8,566
| New | +$1.05M | ﹤0.01% | 2172 |
|
Other funds holding SRGA
SCM
CLG
EP
AWS
Charles Schwab's SRGA Position: Q1 2022 in Review
Charles Schwab sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2022, closing a stake of 1,379 shares — an estimated $30K sold.
Charles Schwab first reported a position in SRGA in Q2 2013 and held it in 35 quarters. The position peaked at $982K in Q2 2013. 77 funds tracked by Wall St. Rank hold SRGA as of Q1 2022.
- Charles Schwab reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
- Charles Schwab sold 1,379 Surgalign Holdings, Inc. Common Stock shares in Q1 2022, an estimated $30K.
- Charles Schwab first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 35 quarters.
- Charles Schwab's Surgalign Holdings, Inc. Common Stock position peaked at $982K in Q2 2013.
- 77 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2022.
Based on Charles Schwab's 13F filing for Q1 2022, filed 13 May 2022.