Dave shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Dave (DAVE) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Dave
Tip: Access up to 7 years of quarterly data
All positions including Dave held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dave by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 88k | 199.35 |
| 2025-06-30 | $7.3M | 27k | 268.41 |
| 2025-03-31 | $1.9M | 23k | 82.66 |
| 2024-12-31 | $2.6M | 30k | 86.92 |
| 2024-09-30 | $2.6M | 64k | 39.96 |
| 2024-06-30 | $766k | 25k | 30.30 |
| 2024-03-31 | $218k | 5.9k | 37.14 |
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