Charles Schwab
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Charles Schwab’s Champions Oncology CSBR Stock Holding History

Charles Schwab’s Portfolio CSBR Stock Details CSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,613
Closed -$177K – 3440
2021
Q1 		$177K Buy
15,613
+2,338
+18% +$27.1K ﹤0.01% 3331
2020
Q4 		$144K Sell
13,275
-2,216
-14% -$22.9K ﹤0.01% 3290
2020
Q3 		$144K Hold
15,491
– – ﹤0.01% 3223
2020
Q2 		$149K Buy
+15,491
New +$132K ﹤0.01% 3208

Other funds holding CSBR

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $214M AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAG
Millrace Asset Group Berwyn, Pennsylvania $98.4M AUM 63.71% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Charles Schwab's CSBR Position: Q2 2021 in Review

Charles Schwab sold out of Champions Oncology (CSBR) in Q2 2021, closing a stake of 15,613 shares — an estimated $177K sold.

Charles Schwab first reported a position in CSBR in Q2 2020 and held it in 4 quarters. The position peaked at $177K in Q1 2021. 38 funds tracked by Wall St. Rank hold CSBR as of Q2 2021.

  • Charles Schwab reported no remaining Champions Oncology position as of Q2 2021 after selling out during the quarter.
  • Charles Schwab sold 15,613 Champions Oncology shares in Q2 2021, an estimated $177K.
  • Charles Schwab first reported a position in Champions Oncology in Q2 2020 and held it in 4 quarters.
  • Charles Schwab's Champions Oncology position peaked at $177K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Champions Oncology as of Q2 2021.

Based on Charles Schwab's 13F filing for Q2 2021, filed 16 Aug 2021.