Charles Schwab’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $829K | Buy |
131,357
+15,980
| +14% | +$107K | ﹤0.01% | 3060 |
|
|
2026
Q1 | $730K | Sell |
115,377
-16,475
| -12% | -$96.1K | ﹤0.01% | 2995 |
|
|
2025
Q4 | $636K | Sell |
131,852
-4,279
| -3% | -$20.3K | ﹤0.01% | 3083 |
|
|
2025
Q3 | $604K | Sell |
136,131
-15,533
| -10% | -$65.9K | ﹤0.01% | 3117 |
|
|
2025
Q2 | $548K | Buy |
151,664
+8,210
| +6% | +$29.4K | ﹤0.01% | 3105 |
|
|
2025
Q1 | $529K | Buy |
143,454
+531
| +0.4% | +$1.94K | ﹤0.01% | 3064 |
|
|
2024
Q4 | $510K | Hold |
142,923
| – | – | ﹤0.01% | 3135 |
|
|
2024
Q3 | $740K | Sell |
142,923
-6,644
| -4% | -$34.2K | ﹤0.01% | 3016 |
|
|
2024
Q2 | $870K | Buy |
149,567
+2,941
| +2% | +$15.8K | ﹤0.01% | 2991 |
|
|
2024
Q1 | $727K | Sell |
146,626
-5,831
| -4% | -$25.7K | ﹤0.01% | 2891 |
|
|
2023
Q4 | $599K | Sell |
152,457
-47
| -0% | -$165 | ﹤0.01% | 3006 |
|
|
2023
Q3 | $494K | Sell |
152,504
-9,020
| -6% | -$29.1K | ﹤0.01% | 3040 |
|
|
2023
Q2 | $527K | Sell |
161,524
-1,755
| -1% | -$6.16K | ﹤0.01% | 3034 |
|
|
2023
Q1 | $603K | Buy |
163,279
+2,871
| +2% | +$9.64K | ﹤0.01% | 2892 |
|
|
2022
Q4 | $467K | Sell |
160,408
-380
| -0.2% | -$1.05K | ﹤0.01% | 3021 |
|
|
2022
Q3 | $398K | Sell |
160,788
-210
| -0.1% | -$710 | ﹤0.01% | 3065 |
|
|
2022
Q2 | $616K | Buy |
160,998
+19,804
| +14% | +$84.5K | ﹤0.01% | 2989 |
|
|
2022
Q1 | $673K | Hold |
141,194
| – | – | ﹤0.01% | 3005 |
|
|
2021
Q4 | $533K | Buy |
141,194
+8,995
| +7% | +$36.7K | ﹤0.01% | 3123 |
|
|
2021
Q3 | $684K | Buy |
132,199
+14,000
| +12% | +$54K | ﹤0.01% | 3030 |
|
|
2021
Q2 | $474K | Buy |
118,199
+8,117
| +7% | +$28.4K | ﹤0.01% | 3181 |
|
|
2021
Q1 | $270K | Hold |
110,082
| – | – | ﹤0.01% | 3269 |
|
|
2020
Q4 | $144K | Hold |
110,082
| – | – | ﹤0.01% | 3291 |
|
|
2020
Q3 | $114K | Hold |
110,082
| – | – | ﹤0.01% | 3243 |
|
|
2020
Q2 | $135K | Hold |
110,082
| – | – | ﹤0.01% | 3219 |
|
|
2020
Q1 | $131K | Hold |
110,082
| – | – | ﹤0.01% | 3082 |
|
|
2019
Q4 | $188K | Hold |
110,082
| – | – | ﹤0.01% | 3044 |
|
|
2019
Q3 | $193K | Hold |
110,082
| – | – | ﹤0.01% | 3044 |
|
|
2019
Q2 | $172K | Buy |
110,082
+18,302
| +20% | +$28.4K | ﹤0.01% | 3101 |
|
|
2019
Q1 | $134K | Hold |
91,780
| – | – | ﹤0.01% | 3069 |
|
|
2018
Q4 | $164K | Sell |
91,780
-5,820
| -6% | -$13.2K | ﹤0.01% | 3044 |
|
|
2018
Q3 | $282K | Hold |
97,600
| – | – | ﹤0.01% | 3018 |
|
|
2018
Q2 | $332K | Buy |
97,600
+15,000
| +18% | +$49.8K | ﹤0.01% | 2926 |
|
|
2018
Q1 | $262K | Hold |
82,600
| – | – | ﹤0.01% | 2916 |
|
|
2017
Q4 | $267K | Hold |
82,600
| – | – | ﹤0.01% | 2914 |
|
|
2017
Q3 | $227K | Hold |
82,600
| – | – | ﹤0.01% | 2979 |
|
|
2017
Q2 | $190K | Buy |
+82,600
| New | +$182K | ﹤0.01% | 3034 |
|
|
2016
Q2 | – | Sell |
-57,100
| Closed | -$46K | – | 3129 |
|
|
2016
Q1 | $46K | Hold |
57,100
| – | – | ﹤0.01% | 3031 |
|
|
2015
Q4 | $47K | Hold |
57,100
| – | – | ﹤0.01% | 3073 |
|
|
2015
Q3 | $158K | Hold |
57,100
| – | – | ﹤0.01% | 2992 |
|
|
2015
Q2 | $184K | Hold |
57,100
| – | – | ﹤0.01% | 2991 |
|
|
2015
Q1 | $205K | Hold |
57,100
| – | – | ﹤0.01% | 2942 |
|
|
2014
Q4 | $224K | Hold |
57,100
| – | – | ﹤0.01% | 2953 |
|
|
2014
Q3 | $381K | Hold |
57,100
| – | – | ﹤0.01% | 2684 |
|
|
2014
Q2 | $558K | Buy |
+57,100
| New | +$497K | ﹤0.01% | 2582 |
|
Other funds holding SB
FAM
Charles Schwab's SB Position: Q2 2026 in Review
Charles Schwab increased its Safe Bulkers (SB) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 131,357 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #3060.
Charles Schwab first reported a position in SB in Q2 2014 and has held it in 45 quarters since. The position peaked at $870K in Q2 2024. 160 funds tracked by Wall St. Rank hold SB as of Q2 2026.
- Charles Schwab held 131,357 shares of Safe Bulkers worth $829K as of Q2 2026.
- Charles Schwab bought 15,980 Safe Bulkers shares in Q2 2026, an estimated $107K.
- Safe Bulkers made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3060 holding.
- Charles Schwab first reported a position in Safe Bulkers in Q2 2014 and has held it in 45 quarters since.
- Charles Schwab's Safe Bulkers position peaked at $870K in Q2 2024.
- 160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.