Numerai’s Charles Schwab SCHW Stock Holding History

Numerai’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,232	Closed	-$404K	–	480
2024 Q3	$404K	Buy	+6,232	New	+$409K	0.11%	245
2023 Q4	–	Sell	-15,863	Closed	-$871K	–	304
2023 Q3	$871K	Hold	15,863	–	–	0.29%	105
2023 Q2	$899K	Buy	+15,863	New	+$831K	0.18%	114

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Numerai's SCHW Position: Q4 2024 in Review

Numerai sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 6,232 shares — an estimated $404K sold.

Numerai first reported a position in SCHW in Q2 2023 and held it in 3 quarters. The position peaked at $899K in Q2 2023. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

Numerai reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
Numerai sold 6,232 Charles Schwab shares in Q4 2024, an estimated $404K.
Numerai first reported a position in Charles Schwab in Q2 2023 and held it in 3 quarters.
Numerai's Charles Schwab position peaked at $899K in Q2 2023.
1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Numerai's 13F filing for Q4 2024, filed 14 Feb 2025.