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
Q2 		$27.2M Buy
158,566
+6,185
+4% +$652K ﹤0.01% 1644
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 $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab's SEZL Position: Q2 2026 in Review

Charles Schwab increased its Sezzle (SEZL) stake by 4.1% in Q2 2026, buying an estimated $652K and bringing the position to 158,566 shares worth $27.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Charles Schwab first reported a position in SEZL in Q2 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Charles Schwab held 158,566 shares of Sezzle worth $27.2M as of Q2 2026.
  • Charles Schwab bought 6,185 Sezzle shares in Q2 2026, an estimated $652K.
  • Sezzle made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1644 holding.
  • Charles Schwab first reported a position in Sezzle in Q2 2024 and has held it in 9 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.