Charles Schwab
SBLK icon

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 $6.56B AUM 42.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return