Charles Schwab
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Charles Schwab’s Clear Secure YOU Stock Holding History

Charles Schwab’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.2M Buy
830,953
+918
+0.1% +$36.5K 0.01% 1292
2025
Q4 		$29.1M Buy
830,035
+5,859
+0.7% +$200K ﹤0.01% 1513
2025
Q3 		$27.5M Sell
824,176
-30,649
-4% -$1.02M ﹤0.01% 1537
2025
Q2 		$23.7M Sell
854,825
-19,582
-2% -$499K ﹤0.01% 1577
2025
Q1 		$22.7M Sell
874,407
-43,960
-5% -$1.09M ﹤0.01% 1574
2024
Q4 		$24.5M Buy
918,367
+46,213
+5% +$1.4M ﹤0.01% 1589
2024
Q3 		$28.9M Buy
872,154
+55,136
+7% +$1.42M 0.01% 1483
2024
Q2 		$15.3M Buy
817,018
+146,144
+22% +$2.64M ﹤0.01% 1830
2024
Q1 		$14.3M Buy
670,874
+15,907
+2% +$316K ﹤0.01% 1808
2023
Q4 		$13.5M Buy
654,967
+12,469
+2% +$242K ﹤0.01% 1839
2023
Q3 		$12.2M Buy
642,498
+26,597
+4% +$590K ﹤0.01% 1806
2023
Q2 		$14.3M Buy
615,901
+68,264
+12% +$1.69M ﹤0.01% 1718
2023
Q1 		$14.3M Buy
547,637
+18,090
+3% +$514K ﹤0.01% 1691
2022
Q4 		$14.5M Buy
529,547
+30,798
+6% +$848K ﹤0.01% 1649
2022
Q3 		$11.4M Buy
498,749
+293,477
+143% +$7.2M ﹤0.01% 1765
2022
Q2 		$4.11M Buy
205,272
+138,113
+206% +$3.73M ﹤0.01% 2276
2022
Q1 		$1.81M Buy
67,159
+1,661
+3% +$41.2K ﹤0.01% 2680
2021
Q4 		$2.06M Buy
65,498
+1,106
+2% +$40.9K ﹤0.01% 2700
2021
Q3 		$2.64M Buy
+64,392
New +$3.01M ﹤0.01% 2634

Other funds holding YOU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return