Duckhorn Portfolio shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 337k | 9.85 |
| 2023-09-30 | $3.4M | 333k | 10.26 |
| 2023-06-30 | $4.2M | 322k | 12.97 |
| 2023-03-31 | $5.0M | 316k | 15.90 |
| 2022-12-31 | $5.2M | 316k | 16.57 |
| 2022-09-30 | $4.3M | 299k | 14.43 |
| 2022-06-30 | $4.9M | 231k | 21.06 |
| 2022-03-31 | $4.3M | 235k | 18.19 |
| 2021-12-31 | $5.4M | 232k | 23.34 |
| 2021-09-30 | $3.1M | 135k | 22.89 |
| 2021-06-30 | $3.0M | 137k | 22.06 |
More positions owned by Charles Schwab Investment Management
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