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
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 $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $140M AUM 110.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return