Charles Schwab
BRZE icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return