Charles Schwab
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Charles Schwab’s Braze BRZE Stock Holding History

Charles Schwab’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18M Buy
831,016
+36,448
+5% +$812K ﹤0.01% 1883
2026
Q1 		$18.8M Buy
794,568
+73,077
+10% +$1.58M ﹤0.01% 1779
2025
Q4 		$24.7M Buy
721,491
+45,741
+7% +$1.36M ﹤0.01% 1614
2025
Q3 		$19.2M Buy
675,750
+87,850
+15% +$2.49M ﹤0.01% 1759
2025
Q2 		$16.5M Buy
587,900
+37,545
+7% +$1.19M ﹤0.01% 1778
2025
Q1 		$19.9M Buy
550,355
+12,409
+2% +$499K ﹤0.01% 1647
2024
Q4 		$22.5M Buy
537,946
+28,179
+6% +$1.02M ﹤0.01% 1634
2024
Q3 		$16.5M Buy
509,767
+57,713
+13% +$2.28M ﹤0.01% 1799
2024
Q2 		$17.6M Buy
452,054
+41,870
+10% +$1.67M ﹤0.01% 1756
2024
Q1 		$18.2M Buy
410,184
+12,591
+3% +$680K ﹤0.01% 1669
2023
Q4 		$21.1M Buy
397,593
+20,798
+6% +$1.03M 0.01% 1572
2023
Q3 		$17.6M Buy
376,795
+99,288
+36% +$4.36M 0.01% 1577
2023
Q2 		$12.2M Buy
277,507
+94,596
+52% +$3.21M ﹤0.01% 1822
2023
Q1 		$6.32M Buy
182,911
+13,547
+8% +$422K ﹤0.01% 2097
2022
Q4 		$4.62M Buy
169,364
+15,846
+10% +$442K ﹤0.01% 2253
2022
Q3 		$5.35M Buy
153,518
+104,678
+214% +$4.42M ﹤0.01% 2185
2022
Q2 		$1.77M Sell
48,840
-1,485
-3% -$54.3K ﹤0.01% 2605
2022
Q1 		$2.09M Buy
+50,325
New +$2.52M ﹤0.01% 2634

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Charles Schwab's BRZE Position: Q2 2026 in Review

Charles Schwab increased its Braze (BRZE) stake by 4.6% in Q2 2026, buying an estimated $812K and bringing the position to 831,016 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Charles Schwab first reported a position in BRZE in Q1 2022 and has held it in 18 quarters since. The position peaked at $24.7M in Q4 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Charles Schwab held 831,016 shares of Braze worth $18M as of Q2 2026.
  • Charles Schwab bought 36,448 Braze shares in Q2 2026, an estimated $812K.
  • Braze made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1883 holding.
  • Charles Schwab first reported a position in Braze in Q1 2022 and has held it in 18 quarters since.
  • Charles Schwab's Braze position peaked at $24.7M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.