Charles Schwab
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Charles Schwab’s Bel Fuse Inc Class A BELFA Stock Holding History

Charles Schwab’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,341
Closed -$1.08M – 3508
2024
Q2 		$1.08M Buy
13,341
+4,171
+45% +$315K ﹤0.01% 2908
2024
Q1 		$649K Buy
9,170
+235
+3% +$15.8K ﹤0.01% 2928
2023
Q4 		$573K Buy
8,935
+140
+2% +$7.37K ﹤0.01% 3024
2023
Q3 		$415K Buy
+8,795
New +$458K ﹤0.01% 3110

Other funds holding BELFA

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's BELFA Position: Q3 2024 in Review

Charles Schwab sold out of Bel Fuse Inc Class A (BELFA) in Q3 2024, closing a stake of 13,341 shares — an estimated $1.08M sold.

Charles Schwab first reported a position in BELFA in Q3 2023 and held it in 4 quarters. The position peaked at $1.08M in Q2 2024. 54 funds tracked by Wall St. Rank hold BELFA as of Q3 2024.

  • Charles Schwab reported no remaining Bel Fuse Inc Class A position as of Q3 2024 after selling out during the quarter.
  • Charles Schwab sold 13,341 Bel Fuse Inc Class A shares in Q3 2024, an estimated $1.08M.
  • Charles Schwab first reported a position in Bel Fuse Inc Class A in Q3 2023 and held it in 4 quarters.
  • Charles Schwab's Bel Fuse Inc Class A position peaked at $1.08M in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.