Moelis & Co shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223M | 3.1M | 71.32 |
| 2025-06-30 | $192M | 3.1M | 62.32 |
| 2025-03-31 | $172M | 2.9M | 58.36 |
| 2024-12-31 | $69M | 936k | 73.88 |
| 2024-09-30 | $63M | 923k | 68.51 |
| 2024-06-30 | $52M | 906k | 56.86 |
| 2024-03-31 | $48M | 843k | 56.77 |
| 2023-12-31 | $46M | 815k | 56.13 |
| 2023-09-30 | $36M | 793k | 45.13 |
| 2023-06-30 | $34M | 750k | 45.34 |
| 2023-03-31 | $27M | 705k | 38.44 |
| 2022-12-31 | $26M | 685k | 38.37 |
| 2022-09-30 | $22M | 649k | 33.81 |
| 2022-06-30 | $24M | 613k | 39.35 |
| 2022-03-31 | $28M | 602k | 46.95 |
| 2021-12-31 | $36M | 577k | 62.51 |
| 2021-09-30 | $33M | 526k | 61.87 |
| 2021-06-30 | $30M | 525k | 56.89 |
| 2021-03-31 | $26M | 480k | 54.88 |
| 2020-12-31 | $22M | 463k | 46.76 |
| 2020-09-30 | $16M | 454k | 35.14 |
| 2020-06-30 | $14M | 451k | 31.16 |
| 2020-03-31 | $12M | 420k | 28.10 |
| 2019-12-31 | $12M | 387k | 31.92 |
| 2019-09-30 | $12M | 356k | 32.85 |
| 2019-06-30 | $11M | 324k | 34.95 |
| 2019-03-31 | $12M | 276k | 41.61 |
| 2018-12-31 | $8.5M | 246k | 34.38 |
| 2018-09-30 | $14M | 247k | 54.80 |
| 2018-06-30 | $12M | 200k | 58.65 |
| 2018-03-31 | $8.7M | 171k | 50.86 |
| 2017-12-31 | $7.7M | 159k | 48.51 |
| 2017-09-30 | $6.7M | 155k | 43.05 |
| 2017-06-30 | $4.3M | 111k | 38.85 |
| 2017-03-31 | $3.6M | 93k | 38.51 |
| 2016-12-31 | $2.5M | 73k | 33.91 |
| 2016-09-30 | $1.7M | 64k | 26.89 |
| 2016-06-30 | $1.4M | 60k | 22.50 |
| 2016-03-31 | $1.7M | 59k | 28.24 |
| 2015-12-31 | $1.7M | 58k | 29.20 |
| 2015-09-30 | $1.3M | 51k | 26.27 |
| 2015-06-30 | $1.0M | 35k | 28.71 |
| 2015-03-31 | $731k | 24k | 30.14 |
| 2014-12-31 | $791k | 23k | 34.95 |
| 2014-09-30 | $564k | 17k | 34.19 |
| 2014-06-30 | $543k | 16k | 33.64 |
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