Charles Schwab
RDZN icon

Charles Schwab’s Roadzen RDZN Stock Holding History

Charles Schwab’s Portfolio RDZN Stock Details RDZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Buy
+111,896
New +$178K ﹤0.01% 3387
2025
Q2 		– Sell
-91,601
Closed -$95.3K – 3560
2025
Q1 		$95.3K Buy
91,601
+929
+1% +$1.25K ﹤0.01% 3351
2024
Q4 		$198K Buy
90,672
+55,759
+160% +$68.9K ﹤0.01% 3331
2024
Q3 		$41.5K Hold
34,913
– – ﹤0.01% 3430
2024
Q2 		$77.5K Buy
+34,913
New +$137K ﹤0.01% 3484

Other funds holding RDZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's RDZN Position: Q2 2026 in Review

Charles Schwab opened a new position in Roadzen (RDZN) in Q2 2026: 111,896 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #3387 among its holdings. This is a return to the name: Charles Schwab previously reported a position in RDZN as recently as Q1 2025.

Charles Schwab first reported a position in RDZN in Q2 2024 and has held it in 5 quarters since. The position peaked at $198K in Q4 2024. 51 funds tracked by Wall St. Rank hold RDZN as of Q2 2026.

  • Charles Schwab held 111,896 shares of Roadzen worth $163K as of Q2 2026.
  • Roadzen was a new Charles Schwab position in Q2 2026.
  • Roadzen made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3387 holding.
  • Charles Schwab first reported a position in Roadzen in Q2 2024 and has held it in 5 quarters since.
  • Charles Schwab's Roadzen position peaked at $198K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Roadzen as of Q2 2026.

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