Charles Schwab
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Charles Schwab’s Star Bulk Carriers SBLK Stock Holding History

Charles Schwab’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-82,441
Closed -$1.23M – 3507
2024
Q4 		$1.23M Sell
82,441
-80,662
-49% -$1.5M ﹤0.01% 2832
2024
Q3 		$3.86M Sell
163,103
-79,783
-33% -$1.77M ﹤0.01% 2496
2024
Q2 		$5.92M Sell
242,886
-71,688
-23% -$1.78M ﹤0.01% 2285
2024
Q1 		$7.51M Buy
314,574
+29,360
+10% +$665K ﹤0.01% 2127
2023
Q4 		$6.06M Buy
285,214
+80,406
+39% +$1.58M ﹤0.01% 2221
2023
Q3 		$3.95M Buy
204,808
+77,717
+61% +$1.38M ﹤0.01% 2357
2023
Q2 		$2.25M Buy
127,091
+68,682
+118% +$1.32M ﹤0.01% 2511
2023
Q1 		$1.23M Buy
+58,409
New +$1.28M ﹤0.01% 2670

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Charles Schwab's SBLK Position: Q1 2025 in Review

Charles Schwab sold out of Star Bulk Carriers (SBLK) in Q1 2025, closing a stake of 82,441 shares — an estimated $1.23M sold.

Charles Schwab first reported a position in SBLK in Q1 2023 and held it in 8 quarters. The position peaked at $7.51M in Q1 2024. 190 funds tracked by Wall St. Rank hold SBLK as of Q1 2025.

  • Charles Schwab reported no remaining Star Bulk Carriers position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 82,441 Star Bulk Carriers shares in Q1 2025, an estimated $1.23M.
  • Charles Schwab first reported a position in Star Bulk Carriers in Q1 2023 and held it in 8 quarters.
  • Charles Schwab's Star Bulk Carriers position peaked at $7.51M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.