Charles Schwab’s Solarmax Technology SMXT Stock Holding History

Charles Schwab’s Portfolio SMXT Stock Details SMXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-72,186	Closed	-$86.6K	–	3597
2025 Q1	$86.6K	Hold	72,186	–	–	﹤0.01%	3363
2024 Q4	$117K	Buy	72,186 +60,928	+541%	+$72.6K	﹤0.01%	3386
2024 Q3	$7.11K	Sell	11,258 -21,327	-65%	-$56.2K	﹤0.01%	3500
2024 Q2	$107K	Buy	+32,585	New	+$291K	﹤0.01%	3471

Other funds holding SMXT

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab's SMXT Position: Q2 2025 in Review

Charles Schwab sold out of Solarmax Technology (SMXT) in Q2 2025, closing a stake of 72,186 shares — an estimated $86.6K sold.

Charles Schwab first reported a position in SMXT in Q2 2024 and held it in 4 quarters. The position peaked at $117K in Q4 2024. 36 funds tracked by Wall St. Rank hold SMXT as of Q2 2025.

Charles Schwab reported no remaining Solarmax Technology position as of Q2 2025 after selling out during the quarter.
Charles Schwab sold 72,186 Solarmax Technology shares in Q2 2025, an estimated $86.6K.
Charles Schwab first reported a position in Solarmax Technology in Q2 2024 and held it in 4 quarters.
Charles Schwab's Solarmax Technology position peaked at $117K in Q4 2024.
36 funds tracked by Wall St. Rank held Solarmax Technology as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.