Charles Schwab
SFR

Charles Schwab’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

Charles Schwab’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-64,436
Closed -$23.8K – 3664
2023
Q2 		$23.8K Buy
64,436
+369
+0.6% +$179 ﹤0.01% 3539
2023
Q1 		$36.5K Buy
+64,067
New +$91.4K ﹤0.01% 3407

Other funds holding SFR

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Charles Schwab's SFR Position: Q3 2023 in Review

Charles Schwab sold out of Appreciate Holdings, Inc. Class A Common Stock (SFR) in Q3 2023, closing a stake of 64,436 shares — an estimated $23.8K sold.

Charles Schwab first reported a position in SFR in Q1 2023 and held it in 2 quarters. The position peaked at $36.5K in Q1 2023. 18 funds tracked by Wall St. Rank hold SFR as of Q3 2023.

  • Charles Schwab reported no remaining Appreciate Holdings, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Charles Schwab sold 64,436 Appreciate Holdings, Inc. Class A Common Stock shares in Q3 2023, an estimated $23.8K.
  • Charles Schwab first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Charles Schwab's Appreciate Holdings, Inc. Class A Common Stock position peaked at $36.5K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.