Carter Bankshares shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Carter Bankshares
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Quarterly reported holdings in Carter Bankshares by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 68k | 19.41 |
| 2025-06-30 | $1.2M | 68k | 17.34 |
| 2025-03-31 | $1.1M | 66k | 16.18 |
| 2024-12-31 | $1.2M | 66k | 17.59 |
| 2024-09-30 | $1.1M | 64k | 17.39 |
| 2024-06-30 | $992k | 66k | 15.12 |
| 2024-03-31 | $755k | 60k | 12.64 |
| 2023-12-31 | $929k | 62k | 14.97 |
| 2023-09-30 | $800k | 64k | 12.53 |
| 2023-06-30 | $944k | 64k | 14.79 |
| 2023-03-31 | $904k | 65k | 14.00 |
| 2022-12-31 | $1.0M | 63k | 16.59 |
| 2022-09-30 | $1.0M | 63k | 16.11 |
| 2022-06-30 | $835k | 63k | 13.21 |
| 2022-03-31 | $1.2M | 68k | 17.37 |
| 2021-12-31 | $1.1M | 69k | 15.40 |
| 2021-09-30 | $971k | 68k | 14.23 |
| 2021-06-30 | $2.1M | 171k | 12.51 |
| 2021-03-31 | $2.3M | 164k | 13.96 |
| 2020-12-31 | $1.7M | 158k | 10.72 |
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