Charles Schwab
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Charles Schwab’s Karat Packaging KRT Stock Holding History

Charles Schwab’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$787K Buy
23,508
+1,354
+6% +$39K ﹤0.01% 3083
2026
Q1 		$619K Sell
22,154
-2,194
-9% -$55.3K ﹤0.01% 3039
2025
Q4 		$550K Buy
24,348
+5
+0% +$116 ﹤0.01% 3136
2025
Q3 		$614K Buy
24,343
+3,408
+16% +$89.6K ﹤0.01% 3112
2025
Q2 		$590K Buy
20,935
+1,164
+6% +$32.4K ﹤0.01% 3086
2025
Q1 		$526K Buy
19,771
+51
+0.3% +$1.52K ﹤0.01% 3069
2024
Q4 		$597K Hold
19,720
– – ﹤0.01% 3087
2024
Q3 		$511K Buy
19,720
+1,053
+6% +$28.2K ﹤0.01% 3156
2024
Q2 		$552K Hold
18,667
– – ﹤0.01% 3153
2024
Q1 		$534K Hold
18,667
– – ﹤0.01% 2999
2023
Q4 		$464K Buy
18,667
+2,685
+17% +$59.2K ﹤0.01% 3098
2023
Q3 		$369K Hold
15,982
– – ﹤0.01% 3158
2023
Q2 		$292K Sell
15,982
-681
-4% -$10.5K ﹤0.01% 3238
2023
Q1 		$222K Buy
16,663
+1,182
+8% +$17.5K ﹤0.01% 3136
2022
Q4 		$222K Hold
15,481
– – ﹤0.01% 3166
2022
Q3 		$248K Buy
15,481
+3,014
+24% +$54.6K ﹤0.01% 3136
2022
Q2 		$213K Buy
12,467
+1,682
+16% +$31.5K ﹤0.01% 3236
2022
Q1 		$215K Buy
+10,785
New +$187K ﹤0.01% 3295
2021
Q4 		– Sell
-9,697
Closed -$204K – 3597
2021
Q3 		$204K Buy
+9,697
New +$218K ﹤0.01% 3327

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Charles Schwab's KRT Position: Q2 2026 in Review

Charles Schwab increased its Karat Packaging (KRT) stake by 6.1% in Q2 2026, buying an estimated $39K and bringing the position to 23,508 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Charles Schwab first reported a position in KRT in Q3 2021 and has held it in 19 quarters since. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Charles Schwab held 23,508 shares of Karat Packaging worth $787K as of Q2 2026.
  • Charles Schwab bought 1,354 Karat Packaging shares in Q2 2026, an estimated $39K.
  • Karat Packaging made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3083 holding.
  • Charles Schwab first reported a position in Karat Packaging in Q3 2021 and has held it in 19 quarters since.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.