Charles Schwab
IAA

Charles Schwab’s IAA, Inc. Common Stock IAA Stock Holding History

Charles Schwab’s Portfolio IAA Stock Details IAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,301,796
Closed -$52.1M – 3612
2022
Q4 		$52.1M Buy
1,301,796
+37,164
+3% +$1.4M 0.02% 782
2022
Q3 		$40.3M Buy
1,264,632
+406,196
+47% +$14.4M 0.01% 896
2022
Q2 		$28.1M Buy
858,436
+32,283
+4% +$1.18M 0.01% 1145
2022
Q1 		$31.6M Buy
826,153
+38,344
+5% +$1.58M 0.01% 1186
2021
Q4 		$39.9M Buy
787,809
+25,296
+3% +$1.34M 0.01% 1065
2021
Q3 		$41.6M Buy
762,513
+25,871
+4% +$1.43M 0.01% 1004
2021
Q2 		$40.2M Buy
736,642
+14,102
+2% +$810K 0.01% 1028
2021
Q1 		$39.8M Sell
722,540
-56,501
-7% -$3.35M 0.01% 980
2020
Q4 		$50.6M Sell
779,041
-22,771
-3% -$1.36M 0.02% 760
2020
Q3 		$41.8M Sell
801,812
-72,920
-8% -$3.39M 0.02% 750
2020
Q2 		$33.7M Sell
874,732
-81,456
-9% -$3.04M 0.02% 825
2020
Q1 		$28.6M Buy
956,188
+235,454
+33% +$10.2M 0.02% 768
2019
Q4 		$33.9M Buy
720,734
+21,082
+3% +$888K 0.02% 864
2019
Q3 		$29.2M Buy
699,652
+69,530
+11% +$3.13M 0.02% 908
2019
Q2 		$24.4M Buy
+630,122
New +$24.4M 0.01% 1001

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Charles Schwab's IAA Position: Q1 2023 in Review

Charles Schwab sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 1,301,796 shares — an estimated $52.1M sold.

Charles Schwab first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $52.1M in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Charles Schwab reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Charles Schwab sold 1,301,796 IAA, Inc. Common Stock shares in Q1 2023, an estimated $52.1M.
  • Charles Schwab first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • Charles Schwab's IAA, Inc. Common Stock position peaked at $52.1M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Charles Schwab's 13F filing for Q1 2023, filed 12 May 2023.