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Charles Schwab Trust’s Simon Property Group SPG Stock Holding History

Charles Schwab Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,390
Closed -$384K – 181
2025
Q2 		$384K Buy
+2,390
New +$378K 0.03% 140

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab Trust's SPG Position: Q3 2025 in Review

Charles Schwab Trust sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 2,390 shares — an estimated $384K sold.

Charles Schwab Trust first reported a position in SPG in Q2 2025 and held it in 1 quarter. The position peaked at $384K in Q2 2025. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Charles Schwab Trust reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Charles Schwab Trust sold 2,390 Simon Property Group shares in Q3 2025, an estimated $384K.
  • Charles Schwab Trust first reported a position in Simon Property Group in Q2 2025 and held it in 1 quarter.
  • Charles Schwab Trust's Simon Property Group position peaked at $384K in Q2 2025.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Charles Schwab Trust's 13F filing for Q3 2025, filed 10 Oct 2025.