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
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

MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return