Phillips Edison & Co shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Phillips Edison & Co
Tip: Access up to 7 years of quarterly data
All positions including Phillips Edison & Co held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips Edison & Co by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 2.2M | 34.33 |
| 2025-06-30 | $77M | 2.2M | 35.03 |
| 2025-03-31 | $79M | 2.2M | 36.49 |
| 2024-12-31 | $80M | 2.1M | 37.46 |
| 2024-09-30 | $79M | 2.1M | 37.71 |
| 2024-06-30 | $65M | 2.0M | 32.71 |
| 2024-03-31 | $70M | 2.0M | 35.87 |
| 2023-12-31 | $68M | 1.9M | 36.48 |
| 2023-09-30 | $58M | 1.7M | 33.54 |
| 2023-06-30 | $55M | 1.6M | 34.08 |
| 2023-03-31 | $49M | 1.5M | 32.62 |
| 2022-12-31 | $45M | 1.4M | 31.84 |
| 2022-09-30 | $39M | 1.4M | 28.05 |
| 2022-06-30 | $27M | 811k | 33.41 |
| 2022-03-31 | $29M | 828k | 34.39 |
| 2021-12-31 | $4.5M | 137k | 33.04 |
| 2021-09-30 | $4.1M | 135k | 30.71 |
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