Expensify shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Expensify
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Quarterly reported holdings in Expensify by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 449k | 1.85 |
| 2025-06-30 | $1.2M | 460k | 2.59 |
| 2025-03-31 | $939k | 309k | 3.04 |
| 2024-12-31 | $1.1M | 317k | 3.35 |
| 2024-09-30 | $604k | 308k | 1.96 |
| 2024-06-30 | $365k | 245k | 1.49 |
| 2024-03-31 | $679k | 369k | 1.84 |
| 2023-12-31 | $895k | 363k | 2.47 |
| 2023-09-30 | $1.1M | 327k | 3.25 |
| 2023-06-30 | $2.8M | 354k | 7.98 |
| 2023-03-31 | $1.8M | 227k | 8.15 |
| 2022-12-31 | $2.0M | 230k | 8.83 |
| 2022-09-30 | $3.3M | 224k | 14.88 |
| 2022-06-30 | $809k | 46k | 17.79 |
| 2022-03-31 | $825k | 47k | 17.57 |
| 2021-12-31 | $2.0M | 46k | 44.01 |
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