Charles Schwab Investment Management »

Engagesmart shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Engagesmart shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Engagesmart

Tip: Access up to 7 years of quarterly data

All positions including Engagesmart held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Engagesmart by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3M 361k 22.90
2023-09-30 $6.4M 357k 17.99
2023-06-30 $5.5M 288k 19.09
2023-03-31 $4.9M 254k 19.25
2022-12-31 $4.6M 260k 17.60
2022-09-30 $5.2M 253k 20.69
2022-06-30 $1.2M 77k 16.09
2022-03-31 $771k 36k 21.34
2021-12-31 $838k 35k 24.13