Charles Schwab
SEZL

Charles Schwab’s Sezzle SEZL Stock Holding History

Charles Schwab’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.64M Buy
152,381
+3,481
+2% +$237K ﹤0.01% 2117
2025
Q4 		$9.45M Buy
148,900
+9,500
+7% +$648K ﹤0.01% 2170
2025
Q3 		$11.1M Buy
139,400
+15,050
+12% +$1.73M ﹤0.01% 2065
2025
Q2 		$22.3M Buy
124,350
+3,689
+3% +$327K ﹤0.01% 1615
2025
Q1 		$4.21M Sell
120,661
-3,521
-3% -$149K ﹤0.01% 2337
2024
Q4 		$5.29M Buy
124,182
+2,004
+2% +$94.7K ﹤0.01% 2309
2024
Q3 		$3.47M Buy
122,178
+80,298
+192% +$1.56M ﹤0.01% 2534
2024
Q2 		$616K Buy
+41,880
New +$487K ﹤0.01% 3103

Other funds holding SEZL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return