Clearstead Advisors’s Schrodinger SDGR Stock Holding History

Clearstead Advisors’s Portfolio SDGR Stock Details SDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$18	–	2762
2025 Q4	$18	Buy	+1	New	+$19	﹤0.01%	2697
2025 Q2	–	Sell	-30	Closed	-$593	–	2867
2025 Q1	$593	Hold	30	–	–	﹤0.01%	2049
2024 Q4	$579	Hold	30	–	–	﹤0.01%	1971
2024 Q3	$557	Hold	30	–	–	﹤0.01%	1949
2024 Q2	$581	Hold	30	–	–	﹤0.01%	1926
2024 Q1	$696	Hold	30	–	–	﹤0.01%	1432
2023 Q4	$1.07K	Sell	30 -30	-50%	-$870	﹤0.01%	1390
2023 Q3	$1.7K	Buy	60 +30	+100%	+$1.21K	﹤0.01%	1423
2023 Q2	$1.5K	Hold	30	–	–	﹤0.01%	1201
2023 Q1	$790	Hold	30	–	–	﹤0.01%	1263
2022 Q4	$561	Hold	30	–	–	﹤0.01%	1220
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1189
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1218
2022 Q1	$1K	Buy	+30	New	+$911	﹤0.01%	1320
2021 Q3	–	Sell	-18	Closed	-$1K	–	1371
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	1193
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	1063
2020 Q4	$1K	Buy	+18	New	+$1.13K	﹤0.01%	950

Other funds holding SDGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return