Charles Schwab
TRUE

Charles Schwab’s TrueCar TRUE Stock Holding History

Charles Schwab’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-252,267
Closed -$570K – 3520
2025
Q4 		$570K Sell
252,267
-69,650
-22% -$149K ﹤0.01% 3122
2025
Q3 		$592K Buy
321,917
+117,618
+58% +$237K ﹤0.01% 3129
2025
Q2 		$388K Sell
204,299
-314
-0.2% -$479 ﹤0.01% 3225
2025
Q1 		$323K Sell
204,613
-40,763
-17% -$113K ﹤0.01% 3187
2024
Q4 		$915K Buy
245,376
+274
+0.1% +$1.08K ﹤0.01% 2943
2024
Q3 		$846K Hold
245,102
– – ﹤0.01% 2971
2024
Q2 		$767K Buy
245,102
+6,000
+3% +$17.6K ﹤0.01% 3025
2024
Q1 		$811K Sell
239,102
-3,581
-1% -$12.4K ﹤0.01% 2855
2023
Q4 		$840K Hold
242,683
– – ﹤0.01% 2890
2023
Q3 		$502K Hold
242,683
– – ﹤0.01% 3036
2023
Q2 		$548K Sell
242,683
-927
-0.4% -$2.21K ﹤0.01% 3005
2023
Q1 		$560K Buy
243,610
+6,733
+3% +$18K ﹤0.01% 2912
2022
Q4 		$595K Sell
236,877
-7,403
-3% -$15.4K ﹤0.01% 2945
2022
Q3 		$369K Sell
244,280
-814
-0.3% -$1.86K ﹤0.01% 3080
2022
Q2 		$635K Sell
245,094
-9,384
-4% -$31.1K ﹤0.01% 2971
2022
Q1 		$1.01M Buy
254,478
+9,534
+4% +$33.7K ﹤0.01% 2843
2021
Q4 		$833K Sell
244,944
-507
-0.2% -$1.93K ﹤0.01% 2976
2021
Q3 		$1.02M Sell
245,451
-397,152
-62% -$1.84M ﹤0.01% 2865
2021
Q2 		$3.63M Sell
642,603
-26,246
-4% -$132K ﹤0.01% 2504
2021
Q1 		$3.2M Buy
668,849
+16,009
+2% +$79.3K ﹤0.01% 2513
2020
Q4 		$2.74M Sell
652,840
-43,476
-6% -$194K ﹤0.01% 2505
2020
Q3 		$3.48M Buy
696,316
+78,406
+13% +$331K ﹤0.01% 2248
2020
Q2 		$1.59M Buy
617,910
+477
+0.1% +$1.22K ﹤0.01% 2493
2020
Q1 		$1.5M Buy
617,433
+7,534
+1% +$25.5K ﹤0.01% 2384
2019
Q4 		$2.9M Buy
609,899
+30,131
+5% +$126K ﹤0.01% 2293
2019
Q3 		$1.97M Buy
579,768
+42,029
+8% +$186K ﹤0.01% 2385
2019
Q2 		$2.94M Buy
537,739
+32,669
+6% +$200K ﹤0.01% 2220
2019
Q1 		$3.35M Buy
505,070
+21,433
+4% +$179K ﹤0.01% 2168
2018
Q4 		$4.38M Buy
483,637
+11,433
+2% +$123K ﹤0.01% 1976
2018
Q3 		$6.66M Buy
472,204
+38,681
+9% +$474K ﹤0.01% 1892
2018
Q2 		$4.38M Buy
433,523
+73,520
+20% +$723K ﹤0.01% 2068
2018
Q1 		$3.41M Buy
360,003
+11,597
+3% +$129K ﹤0.01% 2125
2017
Q4 		$3.9M Buy
348,406
+15,258
+5% +$201K ﹤0.01% 2051
2017
Q3 		$5.26M Buy
333,148
+44,314
+15% +$792K ﹤0.01% 1853
2017
Q2 		$5.76M Buy
288,834
+70,231
+32% +$1.21M 0.01% 1728
2017
Q1 		$3.38M Buy
218,603
+12,624
+6% +$175K ﹤0.01% 1976
2016
Q4 		$2.58M Buy
205,979
+11,541
+6% +$130K ﹤0.01% 2063
2016
Q3 		$1.84M Buy
194,438
+9,716
+5% +$91.1K ﹤0.01% 2173
2016
Q2 		$1.45M Buy
184,722
+20,732
+13% +$137K ﹤0.01% 2213
2016
Q1 		$917K Buy
163,990
+4,756
+3% +$28.7K ﹤0.01% 2378
2015
Q4 		$1.52M Sell
159,234
-12,502
-7% -$92.2K ﹤0.01% 2207
2015
Q3 		$895K Buy
171,736
+85,748
+100% +$609K ﹤0.01% 2427
2015
Q2 		$1.03M Buy
85,988
+58,671
+215% +$845K ﹤0.01% 2400
2015
Q1 		$488K Buy
27,317
+1,856
+7% +$34.6K ﹤0.01% 2637
2014
Q4 		$584K Buy
25,461
+7,291
+40% +$143K ﹤0.01% 2559
2014
Q3 		$327K Buy
18,170
+408
+2% +$6.8K ﹤0.01% 2758
2014
Q2 		$263K Buy
+17,762
New +$217K ﹤0.01% 2910

Other funds holding TRUE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's TRUE Position: Q1 2026 in Review

Charles Schwab sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 252,267 shares — an estimated $570K sold.

Charles Schwab first reported a position in TRUE in Q2 2014 and held it in 47 quarters. The position peaked at $6.66M in Q3 2018. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

  • Charles Schwab reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab sold 252,267 TrueCar shares in Q1 2026, an estimated $570K.
  • Charles Schwab first reported a position in TrueCar in Q2 2014 and held it in 47 quarters.
  • Charles Schwab's TrueCar position peaked at $6.66M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.