Charles Schwab Corporation shares owned by Cercano Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cercano Management
from 13F filings
Historical chart of Cercano Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cercano Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $74M | 1.1M | 64.81 |
| 2024-03-31 | $86M | 1.2M | 72.34 |
| 2023-12-31 | $78M | 1.1M | 68.80 |
| 2023-09-30 | $81M | 1.5M | 54.90 |
| 2023-06-30 | $93M | 1.6M | 56.68 |
| 2023-03-31 | $49M | 926k | 52.38 |
| 2022-12-31 | $71M | 846k | 83.26 |