Charles Schwab
EDU icon

Charles Schwab’s New Oriental EDU Stock Holding History

Charles Schwab’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-182,825
Closed -$3.72M – 3519
2022
Q2 		$3.72M Sell
182,825
-3,766
-2% -$51.6K ﹤0.01% 2312
2022
Q1 		$2.15M Buy
186,591
+7,768
+4% +$113K ﹤0.01% 2622
2021
Q4 		$3.76M Sell
178,823
-18,891
-10% -$408K ﹤0.01% 2490
2021
Q3 		$4.05M Buy
197,714
+4,212
+2% +$134K ﹤0.01% 2467
2021
Q2 		$15.8M Buy
193,502
+9,266
+5% +$1.12M 0.01% 1739
2021
Q1 		$25.8M Buy
184,236
+6,511
+4% +$1.14M 0.01% 1324
2020
Q4 		$33M Buy
177,725
+11,655
+7% +$1.96M 0.01% 1037
2020
Q3 		$24.8M Sell
166,070
-1,155
-0.7% -$167K 0.01% 1063
2020
Q2 		$21.8M Buy
167,225
+2,428
+1% +$296K 0.01% 1106
2020
Q1 		$17.8M Sell
164,797
-3,471
-2% -$446K 0.01% 1090
2019
Q4 		$20.4M Buy
168,268
+2,234
+1% +$267K 0.01% 1198
2019
Q3 		$18.4M Sell
166,034
-2,668
-2% -$279K 0.01% 1201
2019
Q2 		$16.3M Sell
168,702
-730
-0.4% -$65.4K 0.01% 1273
2019
Q1 		$15.3M Buy
169,432
+13,520
+9% +$1.02M 0.01% 1287
2018
Q4 		$8.55M Buy
155,912
+3,398
+2% +$197K 0.01% 1554
2018
Q3 		$11.3M Buy
152,514
+1,343
+0.9% +$111K 0.01% 1557
2018
Q2 		$14.3M Buy
151,171
+41,160
+37% +$3.94M 0.01% 1339
2018
Q1 		$9.64M Buy
110,011
+48,340
+78% +$4.5M 0.01% 1520
2017
Q4 		$5.8M Buy
61,671
+29,259
+90% +$2.6M ﹤0.01% 1851
2017
Q3 		$2.86M Buy
+32,412
New +$2.64M ﹤0.01% 2141

Other funds holding EDU

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $593M AUM 81.01% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return