Carlyle Group shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $57M | 1.4M | 40.69 |
| 2023-09-30 | $40M | 1.3M | 30.16 |
| 2023-06-30 | $41M | 1.3M | 31.95 |
| 2023-03-31 | $40M | 1.3M | 31.06 |
| 2022-12-31 | $45M | 1.5M | 29.84 |
| 2022-09-30 | $36M | 1.4M | 25.84 |
| 2022-06-30 | $29M | 926k | 31.66 |
| 2022-03-31 | $42M | 850k | 48.91 |
| 2021-12-31 | $45M | 815k | 54.90 |
| 2021-09-30 | $36M | 764k | 47.28 |
| 2021-06-30 | $28M | 612k | 46.48 |
| 2021-03-31 | $21M | 566k | 36.76 |
| 2020-12-31 | $15M | 489k | 31.44 |
| 2020-09-30 | $12M | 479k | 24.67 |
| 2020-06-30 | $14M | 502k | 27.90 |
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