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Charles Schwab Corporation shares owned by Crestline Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Crestline Management from 13F filings

Historical chart of Crestline Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Crestline Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Crestline Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $4.6M 55k 83.26
2022-09-30 $719k 10k 71.90
2021-09-30 $2.6M 35k 72.83
2018-12-31 $1.2M 28k 41.53