Charles Schwab
SOC icon

Charles Schwab’s Sable Offshore Corp SOC Stock Holding History

Charles Schwab’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.8M Buy
1,016,407
+92,667
+10% +$1.08M ﹤0.01% 1843
2025
Q4 		$8.33M Buy
923,740
+277,699
+43% +$2.62M ﹤0.01% 2220
2025
Q3 		$11.3M Buy
646,041
+55,669
+9% +$1.43M ﹤0.01% 2057
2025
Q2 		$13M Buy
590,372
+105,656
+22% +$2.46M ﹤0.01% 1890
2025
Q1 		$12.3M Sell
484,716
-8,326
-2% -$213K ﹤0.01% 1856
2024
Q4 		$11.3M Buy
493,042
+107,475
+28% +$2.35M ﹤0.01% 1957
2024
Q3 		$9.11M Buy
385,567
+21,794
+6% +$392K ﹤0.01% 2068
2024
Q2 		$5.48M Buy
+363,773
New +$4.58M ﹤0.01% 2320

Other funds holding SOC

PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
FourWorld Capital Management New York $184M AUM 42.39% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $2.17B AUM 169.27% 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