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Perella Weinberg Partners shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.4M 541k 17.30
2025-09-30 $11M 530k 21.32
2025-06-30 $9.9M 512k 19.42
2025-03-31 $8.5M 462k 18.40
2024-12-31 $11M 458k 23.84
2024-09-30 $8.4M 434k 19.31
2024-06-30 $2.4M 146k 16.25
2024-03-31 $1.6M 115k 14.13
2023-12-31 $1.4M 117k 12.23
2023-09-30 $1.2M 117k 10.18
2023-06-30 $976k 117k 8.33
2023-03-31 $937k 103k 9.10
2022-12-31 $1.0M 102k 9.80
2022-09-30 $664k 105k 6.33
2022-06-30 $682k 117k 5.84
2022-03-31 $137k 15k 9.45
2021-12-31 $187k 15k 12.91
2021-09-30 $192k 15k 13.25