Charles Schwab
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Charles Schwab’s a.k.a. Brands AKA Stock Holding History

Charles Schwab’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,157
Closed -$14.1K – 3614
2023
Q1 		$14.1K Hold
2,157
– – ﹤0.01% 3530
2022
Q4 		$32.9K Hold
2,157
– – ﹤0.01% 3439
2022
Q3 		$38K Hold
2,157
– – ﹤0.01% 3393
2022
Q2 		$72K Buy
2,157
+438
+25% +$19.2K ﹤0.01% 3330
2022
Q1 		$92K Hold
1,719
– – ﹤0.01% 3429
2021
Q4 		$191K Buy
+1,719
New +$217K ﹤0.01% 3367

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F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab's AKA Position: Q2 2023 in Review

Charles Schwab sold out of a.k.a. Brands (AKA) in Q2 2023, closing a stake of 2,157 shares — an estimated $14.1K sold.

Charles Schwab first reported a position in AKA in Q4 2021 and held it in 6 quarters. The position peaked at $191K in Q4 2021. 35 funds tracked by Wall St. Rank hold AKA as of Q2 2023.

  • Charles Schwab reported no remaining a.k.a. Brands position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 2,157 a.k.a. Brands shares in Q2 2023, an estimated $14.1K.
  • Charles Schwab first reported a position in a.k.a. Brands in Q4 2021 and held it in 6 quarters.
  • Charles Schwab's a.k.a. Brands position peaked at $191K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held a.k.a. Brands as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.