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Charles Schwab Trust’s Kaiser Aluminum KALU Stock Holding History

Charles Schwab Trust’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$232K Buy
+1,600
New +$261K 0.01% 176

Other funds holding KALU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Charles Schwab Trust's KALU Position: Q3 2026 in Review

Charles Schwab Trust opened a new position in Kaiser Aluminum (KALU) in Q3 2026: 1,600 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

22 funds tracked by Wall St. Rank hold KALU as of Q3 2026.

  • Charles Schwab Trust held 1,600 shares of Kaiser Aluminum worth $232K as of Q3 2026.
  • Kaiser Aluminum was a new Charles Schwab Trust position in Q3 2026.
  • Kaiser Aluminum made up 0.01% of Charles Schwab Trust's portfolio in Q3 2026, its #176 holding.
  • 22 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2026.

Based on Charles Schwab Trust's 13F filing for Q3 2026, filed 15 Oct 2026.