Charles Schwab’s MoneyLion Inc. ML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59,658
| Closed | -$5.16M | – | 3629 |
|
|
2025
Q1 | $5.16M | Sell |
59,658
-1,475
| -2% | -$128K | ﹤0.01% | 2259 |
|
|
2024
Q4 | $5.26M | Buy |
61,133
+6,046
| +11% | +$408K | ﹤0.01% | 2312 |
|
|
2024
Q3 | $2.29M | Buy |
55,087
+3,179
| +6% | +$172K | ﹤0.01% | 2663 |
|
|
2024
Q2 | $3.82M | Buy |
51,908
+21,169
| +69% | +$1.66M | ﹤0.01% | 2470 |
|
|
2024
Q1 | $2.19M | Buy |
30,739
+1,962
| +7% | +$110K | ﹤0.01% | 2559 |
|
|
2023
Q4 | $1.8M | Sell |
28,777
-1,699
| -6% | -$57.1K | ﹤0.01% | 2652 |
|
|
2023
Q3 | $660K | Buy |
30,476
+10,116
| +50% | +$167K | ﹤0.01% | 2942 |
|
|
2023
Q2 | $245K | Sell |
20,360
-12,020
| -37% | -$146K | ﹤0.01% | 3276 |
|
|
2023
Q1 | $552K | Buy |
32,380
+4,026
| +14% | +$83.7K | ﹤0.01% | 2916 |
|
|
2022
Q4 | $527K | Buy |
28,354
+331
| +1% | +$8.15K | ﹤0.01% | 2994 |
|
|
2022
Q3 | $751K | Buy |
28,023
+1,501
| +6% | +$68.8K | ﹤0.01% | 2884 |
|
|
2022
Q2 | $1.05M | Buy |
26,522
+10,996
| +71% | +$584K | ﹤0.01% | 2772 |
|
|
2022
Q1 | $1.17M | Buy |
15,526
+383
| +3% | +$29.9K | ﹤0.01% | 2793 |
|
|
2021
Q4 | $1.83M | Buy |
+15,143
| New | +$2.33M | ﹤0.01% | 2733 |
|
Other funds holding ML
Charles Schwab's ML Position: Q2 2025 in Review
Charles Schwab sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 59,658 shares — an estimated $5.16M sold.
Charles Schwab first reported a position in ML in Q4 2021 and held it in 14 quarters. The position peaked at $5.26M in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.
- Charles Schwab reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
- Charles Schwab sold 59,658 MoneyLion Inc. shares in Q2 2025, an estimated $5.16M.
- Charles Schwab first reported a position in MoneyLion Inc. in Q4 2021 and held it in 14 quarters.
- Charles Schwab's MoneyLion Inc. position peaked at $5.26M in Q4 2024.
- 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.
Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.