Tree shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Tree (TREE) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Tree
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Quarterly reported holdings in Tree by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.9M | 227k | 30.32 |
| 2023-09-30 | $3.3M | 216k | 15.50 |
| 2023-06-30 | $4.1M | 188k | 22.11 |
| 2023-03-31 | $4.6M | 172k | 26.66 |
| 2022-12-31 | $3.2M | 150k | 21.33 |
| 2022-09-30 | $2.9M | 121k | 23.87 |
| 2022-06-30 | $4.2M | 96k | 43.83 |
| 2022-03-31 | $11M | 90k | 119.67 |
| 2021-12-31 | $10M | 82k | 122.60 |
| 2021-09-30 | $11M | 80k | 139.84 |
| 2021-06-30 | $16M | 78k | 211.89 |
| 2021-03-31 | $11M | 52k | 213.01 |
| 2020-12-31 | $15M | 54k | 273.80 |
| 2020-09-30 | $12M | 39k | 306.91 |
| 2020-06-30 | $11M | 38k | 289.55 |
| 2020-03-31 | $6.4M | 35k | 183.39 |
| 2019-12-31 | $10M | 34k | 303.45 |
| 2019-09-30 | $10M | 33k | 310.45 |
| 2019-06-30 | $13M | 31k | 420.04 |
| 2019-03-31 | $16M | 46k | 351.57 |
| 2018-12-31 | $9.7M | 44k | 219.58 |
| 2018-09-30 | $10M | 44k | 230.12 |
| 2018-06-30 | $9.3M | 43k | 213.82 |
| 2018-03-31 | $13M | 39k | 328.16 |
| 2017-12-31 | $12M | 34k | 340.46 |
| 2017-09-30 | $8.2M | 33k | 244.47 |
| 2017-06-30 | $5.4M | 32k | 172.20 |
| 2017-03-31 | $3.8M | 31k | 125.36 |
| 2016-12-31 | $2.9M | 29k | 101.38 |
| 2016-09-30 | $2.7M | 27k | 96.92 |
| 2016-06-30 | $2.2M | 24k | 88.36 |
| 2016-03-31 | $2.3M | 24k | 97.82 |
| 2015-12-31 | $2.1M | 24k | 89.28 |
| 2015-09-30 | $2.0M | 22k | 93.06 |
| 2015-06-30 | $1.2M | 15k | 78.65 |
| 2015-03-31 | $714k | 13k | 56.03 |
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