Hagerty shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Hagerty
Tip: Access up to 7 years of quarterly data
All positions including Hagerty held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Hagerty by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 216k | 12.04 |
| 2025-06-30 | $1.4M | 136k | 10.11 |
| 2025-03-31 | $1.2M | 136k | 9.04 |
| 2024-12-31 | $1.4M | 140k | 9.65 |
| 2024-09-30 | $1.3M | 132k | 10.17 |
| 2024-06-30 | $1.4M | 133k | 10.40 |
| 2024-03-31 | $1.3M | 146k | 9.15 |
| 2023-12-31 | $1.1M | 142k | 7.80 |
| 2023-09-30 | $1.0M | 125k | 8.17 |
| 2023-06-30 | $1.6M | 168k | 9.36 |
| 2023-03-31 | $1.4M | 165k | 8.74 |
| 2022-12-31 | $1.4M | 162k | 8.41 |
| 2022-09-30 | $1.4M | 155k | 8.99 |
| 2022-06-30 | $1.5M | 133k | 11.49 |
| 2022-03-31 | $1.5M | 137k | 10.79 |
More positions owned by Charles Schwab Investment Management
Home Depot (HD)
View all positions for Charles Schwab Investment Management