Charles Schwab
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Charles Schwab’s IZEA Worldwide IZEA Stock Holding History

Charles Schwab’s Portfolio IZEA Stock Details IZEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,622
Closed -$22.4K – 3642
2023
Q1 		$22.4K Hold
8,622
– – ﹤0.01% 3495
2022
Q4 		$18.7K Hold
8,622
– – ﹤0.01% 3509
2022
Q3 		$25K Hold
8,622
– – ﹤0.01% 3459
2022
Q2 		$31K Buy
+8,622
New +$37.1K ﹤0.01% 3465
2022
Q1 		– Sell
-4,753
Closed -$26K – 3604
2021
Q4 		$26K Hold
4,753
– – ﹤0.01% 3567
2021
Q3 		$37K Hold
4,753
– – ﹤0.01% 3479
2021
Q2 		$49K Hold
4,753
– – ﹤0.01% 3375
2021
Q1 		$72K Buy
+4,753
New +$78.6K ﹤0.01% 3408

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab's IZEA Position: Q2 2023 in Review

Charles Schwab sold out of IZEA Worldwide (IZEA) in Q2 2023, closing a stake of 8,622 shares — an estimated $22.4K sold.

Charles Schwab first reported a position in IZEA in Q1 2021 and held it in 8 quarters. The position peaked at $72K in Q1 2021. 22 funds tracked by Wall St. Rank hold IZEA as of Q2 2023.

  • Charles Schwab reported no remaining IZEA Worldwide position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 8,622 IZEA Worldwide shares in Q2 2023, an estimated $22.4K.
  • Charles Schwab first reported a position in IZEA Worldwide in Q1 2021 and held it in 8 quarters.
  • Charles Schwab's IZEA Worldwide position peaked at $72K in Q1 2021.
  • 22 funds tracked by Wall St. Rank held IZEA Worldwide as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.