Charles Schwab
ZUO

Charles Schwab’s Zuora, Inc. ZUO Stock Holding History

Charles Schwab’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,197,401
Closed -$11.9M – 3529
2024
Q4 		$11.9M Buy
1,197,401
+44,029
+4% +$427K ﹤0.01% 1942
2024
Q3 		$9.94M Buy
1,153,372
+4,432
+0.4% +$39.3K ﹤0.01% 2026
2024
Q2 		$11.4M Sell
1,148,940
-32,583
-3% -$313K ﹤0.01% 1978
2024
Q1 		$10.8M Buy
1,181,523
+33,873
+3% +$295K ﹤0.01% 1951
2023
Q4 		$10.8M Buy
1,147,650
+38,133
+3% +$315K ﹤0.01% 1945
2023
Q3 		$9.14M Buy
1,109,517
+71,782
+7% +$708K ﹤0.01% 1961
2023
Q2 		$11.4M Buy
1,037,735
+39,761
+4% +$377K ﹤0.01% 1854
2023
Q1 		$9.86M Buy
997,974
+16,891
+2% +$142K ﹤0.01% 1884
2022
Q4 		$6.24M Buy
981,083
+32,034
+3% +$227K ﹤0.01% 2101
2022
Q3 		$7M Buy
949,049
+38,613
+4% +$333K ﹤0.01% 2039
2022
Q2 		$8.15M Sell
910,436
-36
-0% -$400 ﹤0.01% 1942
2022
Q1 		$13.6M Buy
910,472
+101,743
+13% +$1.57M ﹤0.01% 1778
2021
Q4 		$15.1M Buy
808,729
+34,148
+4% +$686K ﹤0.01% 1772
2021
Q3 		$12.8M Buy
774,581
+50,406
+7% +$849K ﹤0.01% 1865
2021
Q2 		$12.5M Buy
724,175
+26,087
+4% +$417K ﹤0.01% 1886
2021
Q1 		$10.3M Sell
698,088
-13,527
-2% -$202K ﹤0.01% 1950
2020
Q4 		$9.91M Sell
711,615
-36,869
-5% -$419K ﹤0.01% 1873
2020
Q3 		$7.74M Buy
748,484
+107,652
+17% +$1.25M ﹤0.01% 1848
2020
Q2 		$8.17M Buy
640,832
+72,326
+13% +$805K ﹤0.01% 1769
2020
Q1 		$4.58M Buy
568,506
+2,861
+0.5% +$37.6K ﹤0.01% 1880
2019
Q4 		$8.11M Buy
565,645
+17,123
+3% +$251K ﹤0.01% 1762
2019
Q3 		$8.26M Buy
548,522
+367,903
+204% +$5.54M ﹤0.01% 1714
2019
Q2 		$2.77M Buy
+180,619
New +$3.42M ﹤0.01% 2256

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Charles Schwab's ZUO Position: Q1 2025 in Review

Charles Schwab sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 1,197,401 shares — an estimated $11.9M sold.

Charles Schwab first reported a position in ZUO in Q2 2019 and held it in 23 quarters. The position peaked at $15.1M in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Charles Schwab reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 1,197,401 Zuora, Inc. shares in Q1 2025, an estimated $11.9M.
  • Charles Schwab first reported a position in Zuora, Inc. in Q2 2019 and held it in 23 quarters.
  • Charles Schwab's Zuora, Inc. position peaked at $15.1M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.