Charles Schwab
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Charles Schwab’s Caledonia Mining Corp CMCL Stock Holding History

Charles Schwab’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Sell
62,584
-20,264
-24% -$460K ﹤0.01% 2952
2026
Q1 		$1.87M Sell
82,848
-18,817
-19% -$525K ﹤0.01% 2736
2025
Q4 		$2.66M Buy
101,665
+42,761
+73% +$1.26M ﹤0.01% 2678
2025
Q3 		$2.13M Buy
58,904
+16,659
+39% +$424K ﹤0.01% 2730
2025
Q2 		$816K Buy
42,245
+1,721
+4% +$26.9K ﹤0.01% 2964
2025
Q1 		$506K Sell
40,524
-210
-0.5% -$2.16K ﹤0.01% 3078
2024
Q4 		$383K Hold
40,734
– – ﹤0.01% 3218
2024
Q3 		$609K Buy
40,734
+2,717
+7% +$32.9K ﹤0.01% 3092
2024
Q2 		$370K Hold
38,017
– – ﹤0.01% 3310
2024
Q1 		$421K Hold
38,017
– – ﹤0.01% 3090
2023
Q4 		$464K Sell
38,017
-2,143
-5% -$24.9K ﹤0.01% 3099
2023
Q3 		$396K Buy
40,160
+2,631
+7% +$29.1K ﹤0.01% 3127
2023
Q2 		$436K Buy
+37,529
New +$526K ﹤0.01% 3116
2021
Q2 		– Sell
-60,968
Closed -$872K – 3436
2021
Q1 		$872K Buy
60,968
+24,368
+67% +$375K ﹤0.01% 2902
2020
Q4 		$582K Buy
36,600
+13,629
+59% +$225K ﹤0.01% 2937
2020
Q3 		$391K Sell
22,971
-1,065
-4% -$21.2K ﹤0.01% 2953
2020
Q2 		$417K Buy
+24,036
New +$335K ﹤0.01% 2902

Other funds holding CMCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's CMCL Position: Q2 2026 in Review

Charles Schwab reduced its Caledonia Mining Corp (CMCL) stake by 24% in Q2 2026, selling an estimated $460K and leaving 62,584 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Charles Schwab first reported a position in CMCL in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.66M in Q4 2025. 132 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

  • Charles Schwab held 62,584 shares of Caledonia Mining Corp worth $1.2M as of Q2 2026.
  • Charles Schwab sold 20,264 Caledonia Mining Corp shares in Q2 2026, an estimated $460K.
  • Caledonia Mining Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2952 holding.
  • Charles Schwab first reported a position in Caledonia Mining Corp in Q2 2020 and has held it in 17 quarters since.
  • Charles Schwab's Caledonia Mining Corp position peaked at $2.66M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

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