Charles Schwab’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Charles Schwab’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-580,867	Closed	-$10.4M	–	3720
2023 Q1	$10.4M	Buy	580,867 +4,897	+0.9%	+$74.8K	﹤0.01%	1858
2022 Q4	$5.98M	Buy	575,970 +36,000	+7%	+$377K	﹤0.01%	2127
2022 Q3	$5.5M	Buy	539,970 +31,197	+6%	+$388K	﹤0.01%	2166
2022 Q2	$6.37M	Buy	508,773 +26,407	+5%	+$470K	﹤0.01%	2081
2022 Q1	$13.8M	Buy	482,366 +19,400	+4%	+$560K	﹤0.01%	1773
2021 Q4	$16.4M	Buy	462,966 +158,216	+52%	+$6.15M	﹤0.01%	1726
2021 Q3	$13M	Buy	304,750 +29,452	+11%	+$1.25M	﹤0.01%	1858
2021 Q2	$10.5M	Buy	275,298 +11,256	+4%	+$395K	﹤0.01%	1968
2021 Q1	$8.69M	Buy	+264,042	New	+$10.7M	﹤0.01%	2036

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Charles Schwab's XM Position: Q2 2023 in Review

Charles Schwab sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 580,867 shares — an estimated $10.4M sold.

Charles Schwab first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $16.4M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Charles Schwab reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Charles Schwab sold 580,867 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $10.4M.
Charles Schwab first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Charles Schwab's Qualtrics International Inc. Class A Common Stock position peaked at $16.4M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.