Charles Schwab
TASK icon

Charles Schwab’s TaskUs TASK Stock Holding History

Charles Schwab’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$677K Buy
100,830
+553
+0.6% +$5.85K ﹤0.01% 3014
2025
Q4 		$1.18M Sell
100,277
-95
-0.1% -$1.21K ﹤0.01% 2870
2025
Q3 		$1.79M Buy
+100,372
New +$1.74M ﹤0.01% 2780
2024
Q1 		– Sell
-10,367
Closed -$135K – 3515
2023
Q4 		$135K Hold
10,367
– – ﹤0.01% 3322
2023
Q3 		$108K Hold
10,367
– – ﹤0.01% 3346
2023
Q2 		$117K Hold
10,367
– – ﹤0.01% 3344
2023
Q1 		$150K Hold
10,367
– – ﹤0.01% 3200
2022
Q4 		$175K Hold
10,367
– – ﹤0.01% 3199
2022
Q3 		$167K Hold
10,367
– – ﹤0.01% 3183
2022
Q2 		$175K Hold
10,367
– – ﹤0.01% 3251
2022
Q1 		$399K Hold
10,367
– – ﹤0.01% 3146
2021
Q4 		$560K Buy
10,367
+4,602
+80% +$251K ﹤0.01% 3110
2021
Q3 		$383K Buy
+5,765
New +$273K ﹤0.01% 3215

Other funds holding TASK

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TI
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SCM
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MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return