Charles Schwab

Charles Schwab’s Sprinklr CXM Stock Holding History

Charles Schwab’s Portfolio CXM Stock Details CXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.15M	Buy	1,358,081 +239,466	+21%	+$1.49M	﹤0.01%	2197
2025 Q4	$8.7M	Sell	1,118,615 -21,238	-2%	-$162K	﹤0.01%	2204
2025 Q3	$8.8M	Buy	1,139,853 +55,874	+5%	+$471K	﹤0.01%	2167
2025 Q2	$9.17M	Sell	1,083,979 -13,547	-1%	-$108K	﹤0.01%	2059
2025 Q1	$9.16M	Buy	1,097,526 +42,234	+4%	+$370K	﹤0.01%	1994
2024 Q4	$8.92M	Buy	1,055,292 +18,021	+2%	+$144K	﹤0.01%	2070
2024 Q3	$8.02M	Buy	1,037,271 +97,066	+10%	+$855K	﹤0.01%	2138
2024 Q2	$9.04M	Sell	940,205 -13,428	-1%	-$150K	﹤0.01%	2090
2024 Q1	$11.7M	Buy	953,633 +47,877	+5%	+$610K	﹤0.01%	1910
2023 Q4	$10.9M	Buy	905,756 +27,652	+3%	+$380K	﹤0.01%	1939
2023 Q3	$12.2M	Buy	878,104 +235,111	+37%	+$3.37M	﹤0.01%	1810
2023 Q2	$8.89M	Buy	642,993 +323,233	+101%	+$4.18M	﹤0.01%	1959
2023 Q1	$4.14M	Buy	319,760 +10,075	+3%	+$102K	﹤0.01%	2290
2022 Q4	$2.53M	Buy	309,685 +11,531	+4%	+$99.8K	﹤0.01%	2494
2022 Q3	$2.75M	Buy	298,154 +276,767	+1,294%	+$3.12M	﹤0.01%	2485
2022 Q2	$217K	Hold	21,387	–	–	﹤0.01%	3231
2022 Q1	$255K	Buy	+21,387	New	+$258K	﹤0.01%	3264

Other funds holding CXM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return