Charles Schwab’s BRT Apartments BRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $463K | Buy |
34,686
+2,245
| +7% | +$32.6K | ﹤0.01% | 3123 |
|
|
2025
Q4 | $477K | Buy |
32,441
+224
| +0.7% | +$3.31K | ﹤0.01% | 3173 |
|
|
2025
Q3 | $505K | Sell |
32,217
-2,175
| -6% | -$34K | ﹤0.01% | 3173 |
|
|
2025
Q2 | $538K | Buy |
34,392
+1,830
| +6% | +$28.8K | ﹤0.01% | 3116 |
|
|
2025
Q1 | $554K | Sell |
32,562
-15
| -0% | -$265 | ﹤0.01% | 3044 |
|
|
2024
Q4 | $587K | Hold |
32,577
| – | – | ﹤0.01% | 3093 |
|
|
2024
Q3 | $573K | Buy |
32,577
+15
| +0% | +$272 | ﹤0.01% | 3120 |
|
|
2024
Q2 | $569K | Buy |
32,562
+1,588
| +5% | +$27.8K | ﹤0.01% | 3142 |
|
|
2024
Q1 | $520K | Sell |
30,974
-1,834
| -6% | -$30.8K | ﹤0.01% | 3015 |
|
|
2023
Q4 | $610K | Sell |
32,808
-38,090
| -54% | -$674K | ﹤0.01% | 2998 |
|
|
2023
Q3 | $1.22M | Sell |
70,898
-45,337
| -39% | -$857K | ﹤0.01% | 2737 |
|
|
2023
Q2 | $2.3M | Sell |
116,235
-25,101
| -18% | -$465K | ﹤0.01% | 2506 |
|
|
2023
Q1 | $2.79M | Sell |
141,336
-20,143
| -12% | -$410K | ﹤0.01% | 2431 |
|
|
2022
Q4 | $3.17M | Sell |
161,479
-4,305
| -3% | -$88.3K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $3.37M | Buy |
165,784
+15,813
| +11% | +$360K | ﹤0.01% | 2420 |
|
|
2022
Q2 | $3.22M | Buy |
149,971
+51,136
| +52% | +$1.13M | ﹤0.01% | 2384 |
|
|
2022
Q1 | $2.37M | Buy |
98,835
+15,787
| +19% | +$355K | ﹤0.01% | 2590 |
|
|
2021
Q4 | $1.99M | Buy |
83,048
+12,592
| +18% | +$252K | ﹤0.01% | 2707 |
|
|
2021
Q3 | $1.36M | Buy |
70,456
+20,289
| +40% | +$376K | ﹤0.01% | 2780 |
|
|
2021
Q2 | $870K | Buy |
50,167
+21,726
| +76% | +$389K | ﹤0.01% | 2983 |
|
|
2021
Q1 | $479K | Buy |
28,441
+3,932
| +16% | +$64.1K | ﹤0.01% | 3092 |
|
|
2020
Q4 | $373K | Buy |
24,509
+26
| +0.1% | +$350 | ﹤0.01% | 3083 |
|
|
2020
Q3 | $289K | Sell |
24,483
-1,682
| -6% | -$19.6K | ﹤0.01% | 3038 |
|
|
2020
Q2 | $284K | Buy |
26,165
+2,065
| +9% | +$21.1K | ﹤0.01% | 3070 |
|
|
2020
Q1 | $248K | Hold |
24,100
| – | – | ﹤0.01% | 2953 |
|
|
2019
Q4 | $409K | Hold |
24,100
| – | – | ﹤0.01% | 2894 |
|
|
2019
Q3 | $352K | Hold |
24,100
| – | – | ﹤0.01% | 2927 |
|
|
2019
Q2 | $341K | Buy |
24,100
+1,897
| +9% | +$25.9K | ﹤0.01% | 2973 |
|
|
2019
Q1 | $309K | Buy |
22,203
+3,343
| +18% | +$44K | ﹤0.01% | 2932 |
|
|
2018
Q4 | $216K | Hold |
18,860
| – | – | ﹤0.01% | 3007 |
|
|
2018
Q3 | $228K | Buy |
18,860
+3,460
| +22% | +$44.6K | ﹤0.01% | 3059 |
|
|
2018
Q2 | $197K | Buy |
+15,400
| New | +$191K | ﹤0.01% | 3068 |
|
Other funds holding BRT
VCM
OC
PC
SBCM
Charles Schwab's BRT Position: Q1 2026 in Review
Charles Schwab increased its BRT Apartments (BRT) stake by 6.9% in Q1 2026, buying an estimated $32.6K and bringing the position to 34,686 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.
Charles Schwab first reported a position in BRT in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.37M in Q3 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.
- Charles Schwab held 34,686 shares of BRT Apartments worth $463K as of Q1 2026.
- Charles Schwab bought 2,245 BRT Apartments shares in Q1 2026, an estimated $32.6K.
- BRT Apartments made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3123 holding.
- Charles Schwab first reported a position in BRT Apartments in Q2 2018 and has held it in 32 quarters since.
- Charles Schwab's BRT Apartments position peaked at $3.37M in Q3 2022.
- 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.