Charles Schwab
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Charles Schwab’s Boxlight BOXL Stock Holding History

Charles Schwab’s Portfolio BOXL Stock Details BOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33
Closed -$18K – 3621
2023
Q1 		$18K Hold
33
– – ﹤0.01% 3516
2022
Q4 		$14.6K Hold
33
– – ﹤0.01% 3519
2022
Q3 		$30K Hold
33
– – ﹤0.01% 3433
2022
Q2 		$32K Buy
+33
New +$43.9K ﹤0.01% 3457
2022
Q1 		– Sell
-13
Closed -$26K – 3585
2021
Q4 		$26K Hold
13
– – ﹤0.01% 3566
2021
Q3 		$42K Hold
13
– – ﹤0.01% 3468
2021
Q2 		$45K Hold
13
– – ﹤0.01% 3383
2021
Q1 		$47K Buy
+13
New +$46.7K ﹤0.01% 3440

Other funds holding BOXL

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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab's BOXL Position: Q2 2023 in Review

Charles Schwab sold out of Boxlight (BOXL) in Q2 2023, closing a stake of 33 shares — an estimated $18K sold.

Charles Schwab first reported a position in BOXL in Q1 2021 and held it in 8 quarters. The position peaked at $47K in Q1 2021. 18 funds tracked by Wall St. Rank hold BOXL as of Q2 2023.

  • Charles Schwab reported no remaining Boxlight position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 33 Boxlight shares in Q2 2023, an estimated $18K.
  • Charles Schwab first reported a position in Boxlight in Q1 2021 and held it in 8 quarters.
  • Charles Schwab's Boxlight position peaked at $47K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Boxlight as of Q2 2023.

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