Charles Schwab Corporation shares owned by Cavalier Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cavalier Investments
from 13F filings
Historical chart of Cavalier Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cavalier Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $632k | 9.8k | 64.81 |
| 2024-06-30 | $678k | 9.2k | 73.69 |
| 2024-03-31 | $648k | 9.0k | 72.34 |
| 2023-09-30 | $455k | 8.3k | 54.90 |
| 2023-06-30 | $454k | 8.0k | 56.68 |
| 2023-03-31 | $393k | 7.5k | 52.38 |
| 2022-12-31 | $591k | 7.1k | 83.26 |
| 2022-09-30 | $536k | 7.5k | 71.89 |
| 2022-06-30 | $510k | 8.1k | 63.14 |
| 2022-03-31 | $671k | 8.0k | 84.33 |
| 2021-12-31 | $620k | 7.4k | 84.09 |