Charles Schwab
BLND icon

Charles Schwab’s Blend Labs BLND Stock Holding History

Charles Schwab’s Portfolio BLND Stock Details BLND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Sell
1,660,571
-148,695
-8% -$318K ﹤0.01% 2618
2025
Q4 		$5.5M Sell
1,809,266
-35,827
-2% -$114K ﹤0.01% 2405
2025
Q3 		$6.73M Buy
1,845,093
+184,419
+11% +$662K ﹤0.01% 2301
2025
Q2 		$5.48M Sell
1,660,674
-133,655
-7% -$453K ﹤0.01% 2297
2025
Q1 		$6.01M Sell
1,794,329
-46,847
-3% -$170K ﹤0.01% 2192
2024
Q4 		$7.75M Buy
1,841,176
+198,125
+12% +$852K ﹤0.01% 2129
2024
Q3 		$6.16M Buy
1,643,051
+120,152
+8% +$398K ﹤0.01% 2266
2024
Q2 		$3.59M Buy
1,522,899
+565,125
+59% +$1.5M ﹤0.01% 2504
2024
Q1 		$3.11M Buy
957,774
+53,435
+6% +$144K ﹤0.01% 2463
2023
Q4 		$2.31M Buy
904,339
+16,561
+2% +$25K ﹤0.01% 2569
2023
Q3 		$1.22M Sell
887,778
-12,989
-1% -$15.8K ﹤0.01% 2741
2023
Q2 		$853K Sell
900,767
-386,892
-30% -$343K ﹤0.01% 2823
2023
Q1 		$1.28M Sell
1,287,659
-9,868
-0.8% -$15.1K ﹤0.01% 2657
2022
Q4 		$1.87M Buy
1,297,527
+58,704
+5% +$105K ﹤0.01% 2591
2022
Q3 		$2.74M Buy
1,238,823
+741,372
+149% +$2.1M ﹤0.01% 2487
2022
Q2 		$1.17M Buy
497,451
+392,994
+376% +$1.47M ﹤0.01% 2737
2022
Q1 		$596K Buy
104,457
+2,252
+2% +$17.4K ﹤0.01% 3047
2021
Q4 		$751K Buy
102,205
+1,954
+2% +$22.6K ﹤0.01% 3018
2021
Q3 		$1.35M Buy
+100,251
New +$1.7M ﹤0.01% 2783

Other funds holding BLND

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
HIM
Haveli Investment Management Austin, Texas $18.4M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
WI
Whitebark Investors Incline Village, Nevada $125M AUM 26.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return