Commonwealth Equity Services
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Commonwealth Equity Services’s Schrodinger SDGR Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-55,667
Closed -$1.12M – 4415
2025
Q2 		$1.12M Sell
55,667
-3,757
-6% -$85.8K ﹤0.01% 2470
2025
Q1 		$1.17M Buy
59,424
+127
+0.2% +$2.86K ﹤0.01% 2335
2024
Q4 		$1.14M Sell
59,297
-1,519
-2% -$29.5K ﹤0.01% 2292
2024
Q3 		$1.13M Sell
60,816
-10,184
-14% -$209K ﹤0.01% 2250
2024
Q2 		$1.37M Sell
71,000
-515
-0.7% -$11.9K ﹤0.01% 2046
2024
Q1 		$1.93M Sell
71,515
-119
-0.2% -$3.33K ﹤0.01% 1815
2023
Q4 		$2.56M Sell
71,634
-5,005
-7% -$145K ﹤0.01% 1523
2023
Q3 		$2.17M Sell
76,639
-61,340
-44% -$2.47M ﹤0.01% 1560
2023
Q2 		$6.89M Buy
137,979
+1,055
+0.8% +$35.6K 0.01% 867
2023
Q1 		$3.6K Sell
136,924
-995
-0.7% -$23.6K 0.01% 1196
2022
Q4 		$2.58M Buy
137,919
+61,071
+79% +$1.27M 0.01% 1330
2022
Q3 		$1.92M Sell
76,848
-2,450
-3% -$72K ﹤0.01% 1444
2022
Q2 		$2.09M Sell
79,298
-1,450
-2% -$39K 0.01% 1405
2022
Q1 		$2.75M Sell
80,748
-3,750
-4% -$114K 0.01% 1294
2021
Q4 		$2.94M Buy
84,498
+38,125
+82% +$1.74M 0.01% 1239
2021
Q3 		$2.54M Sell
46,373
-2,917
-6% -$187K 0.01% 1287
2021
Q2 		$3.73M Buy
49,290
+3,344
+7% +$242K 0.01% 1018
2021
Q1 		$3.5M Buy
45,946
+1,607
+4% +$144K 0.01% 972
2020
Q4 		$3.51M Buy
44,339
+35,318
+392% +$2.22M 0.01% 905
2020
Q3 		$428K Buy
9,021
+2,204
+32% +$152K ﹤0.01% 2073
2020
Q2 		$624K Sell
6,817
-1,793
-21% -$104K ﹤0.01% 1732
2020
Q1 		$371K Buy
+8,610
New +$325K ﹤0.01% 1908

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Commonwealth Equity Services's SDGR Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 55,667 shares — an estimated $1.12M sold.

Commonwealth Equity Services first reported a position in SDGR in Q1 2020 and held it in 22 quarters. The position peaked at $6.89M in Q2 2023. 224 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 55,667 Schrodinger shares in Q3 2025, an estimated $1.12M.
  • Commonwealth Equity Services first reported a position in Schrodinger in Q1 2020 and held it in 22 quarters.
  • Commonwealth Equity Services's Schrodinger position peaked at $6.89M in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.