Charles Schwab Investment Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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