TWD
SDGR icon

True Wealth Design’s Schrodinger SDGR Stock Holding History

True Wealth Design’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
Q3 		$2.08K Hold
67
– – ﹤0.01% 1667
2026
Q2 		$1.09K Buy
+67
New +$896 ﹤0.01% 1947
2023
Q2 		– Sell
-50
Closed -$1.32K – 857
2023
Q1 		$1.32K Hold
50
– – ﹤0.01% 370
2022
Q4 		$934 Buy
+50
New +$1.04K ﹤0.01% 347

Other funds holding SDGR

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's SDGR Position: Q3 2026 in Review

True Wealth Design held its Schrodinger (SDGR) position steady in Q3 2026 at 67 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

True Wealth Design first reported a position in SDGR in Q4 2022 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • True Wealth Design held 67 shares of Schrodinger worth $2.08K as of Q3 2026.
  • True Wealth Design left its Schrodinger share count unchanged in Q3 2026.
  • Schrodinger made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1667 holding.
  • True Wealth Design first reported a position in Schrodinger in Q4 2022 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.