Charles Schwab
CBL

Charles Schwab’s CBL Properties CBL Stock Holding History

Charles Schwab’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1M Buy
453,581
+111,352
+33% +$5.15M ﹤0.01% 1719
2026
Q1 		$13.2M Buy
342,229
+198,845
+139% +$7.37M ﹤0.01% 1975
2025
Q4 		$5.31M Buy
143,384
+7,279
+5% +$238K ﹤0.01% 2421
2025
Q3 		$4.16M Buy
136,105
+8,734
+7% +$254K ﹤0.01% 2517
2025
Q2 		$3.23M Sell
127,371
-7,147
-5% -$176K ﹤0.01% 2509
2025
Q1 		$3.58M Sell
134,518
-68,056
-34% -$2M ﹤0.01% 2414
2024
Q4 		$5.96M Sell
202,574
-67,315
-25% -$1.91M ﹤0.01% 2258
2024
Q3 		$6.8M Sell
269,889
-119,112
-31% -$3.02M ﹤0.01% 2212
2024
Q2 		$9.09M Sell
389,001
-66,876
-15% -$1.48M ﹤0.01% 2087
2024
Q1 		$10.4M Buy
455,877
+12,336
+3% +$291K ﹤0.01% 1965
2023
Q4 		$10.8M Buy
443,541
+71,128
+19% +$1.59M ﹤0.01% 1943
2023
Q3 		$7.81M Buy
372,413
+189,610
+104% +$4.13M ﹤0.01% 2047
2023
Q2 		$4.03M Buy
182,803
+61,232
+50% +$1.44M ﹤0.01% 2322
2023
Q1 		$3.12M Buy
121,571
+51,275
+73% +$1.31M ﹤0.01% 2396
2022
Q4 		$1.62M Buy
70,296
+837
+1% +$22.6K ﹤0.01% 2628
2022
Q3 		$1.78M Buy
69,459
+10,328
+17% +$295K ﹤0.01% 2616
2022
Q2 		$1.39M Buy
+59,131
New +$1.65M ﹤0.01% 2681

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Charles Schwab's CBL Position: Q2 2026 in Review

Charles Schwab increased its CBL Properties (CBL) stake by 33% in Q2 2026, buying an estimated $5.15M and bringing the position to 453,581 shares worth $24.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Charles Schwab first reported a position in CBL in Q2 2022 and has held it in 17 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Charles Schwab held 453,581 shares of CBL Properties worth $24.1M as of Q2 2026.
  • Charles Schwab bought 111,352 CBL Properties shares in Q2 2026, an estimated $5.15M.
  • CBL Properties made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1719 holding.
  • Charles Schwab first reported a position in CBL Properties in Q2 2022 and has held it in 17 quarters since.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

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