Charles Schwab Corporation shares owned by Convergence Investment Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Convergence Investment Partners
from 13F filings
Historical chart of Convergence Investment Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Convergence Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Convergence Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 21k | 95.47 |
| 2025-06-30 | $1.4M | 16k | 91.24 |
| 2025-03-31 | $1.6M | 21k | 78.28 |
| 2022-12-31 | $242k | 2.9k | 83.27 |
| 2022-09-30 | $218k | 3.0k | 71.90 |
| 2022-03-31 | $269k | 3.2k | 84.17 |
| 2021-12-31 | $270k | 3.2k | 84.03 |
| 2021-09-30 | $250k | 3.4k | 72.95 |
| 2021-06-30 | $299k | 4.1k | 72.82 |
| 2021-03-31 | $276k | 4.2k | 65.29 |
| 2020-12-31 | $229k | 4.3k | 53.03 |
| 2018-03-31 | $104k | 2.0k | 52.29 |
More positions owned by Convergence Investment Partners
View all positions for Convergence Investment Partners