Charles Schwab’s Zhihu ZH Stock Holding History

Charles Schwab’s Portfolio ZH Stock Details ZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-38,386	Closed	-$299K	–	3596
2022 Q4	$299K	Buy	38,386 +1,332	+4%	+$9.33K	﹤0.01%	3114
2022 Q3	$236K	Buy	37,054 +336	+0.9%	+$2.71K	﹤0.01%	3143
2022 Q2	$395K	Buy	36,718 +22,463	+158%	+$242K	﹤0.01%	3143
2022 Q1	$207K	Buy	14,255 +594	+4%	+$12.8K	﹤0.01%	3300
2021 Q4	$455K	Buy	13,661 +438	+3%	+$20.9K	﹤0.01%	3179
2021 Q3	$733K	Buy	+13,223	New	+$794K	﹤0.01%	2998

Other funds holding ZH

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

PHK

Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Charles Schwab's ZH Position: Q1 2023 in Review

Charles Schwab sold out of Zhihu (ZH) in Q1 2023, closing a stake of 38,386 shares — an estimated $299K sold.

Charles Schwab first reported a position in ZH in Q3 2021 and held it in 6 quarters. The position peaked at $733K in Q3 2021. 58 funds tracked by Wall St. Rank hold ZH as of Q1 2023.

Charles Schwab reported no remaining Zhihu position as of Q1 2023 after selling out during the quarter.
Charles Schwab sold 38,386 Zhihu shares in Q1 2023, an estimated $299K.
Charles Schwab first reported a position in Zhihu in Q3 2021 and held it in 6 quarters.
Charles Schwab's Zhihu position peaked at $733K in Q3 2021.
58 funds tracked by Wall St. Rank held Zhihu as of Q1 2023.

Based on Charles Schwab's 13F filing for Q1 2023, filed 12 May 2023.