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