Charles Schwab Corporation shares owned by Martingale Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Martingale Asset Management
from 13F filings
Historical chart of Martingale Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Martingale Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 289k | 95.47 |
| 2025-06-30 | $27M | 291k | 91.24 |
| 2025-03-31 | $25M | 318k | 78.28 |
| 2024-12-31 | $8.2M | 110k | 74.01 |
| 2024-09-30 | $658k | 10k | 64.81 |
| 2024-06-30 | $2.9M | 39k | 73.69 |
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