Charles Schwab Corporation shares owned by Neo Ivy Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Neo Ivy Capital Management
from 13F filings
Historical chart of Neo Ivy Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Neo Ivy Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $800k | 8.4k | 95.47 |
| 2024-12-31 | $532k | 7.2k | 73.92 |
| 2021-09-30 | $557k | 17k | 33.73 |
| 2020-06-30 | $557k | 17k | 33.73 |
| 2019-12-31 | $697k | 15k | 47.55 |
| 2019-06-30 | $719k | 18k | 40.17 |
| 2019-03-31 | $1.4M | 33k | 42.74 |
More positions owned by Neo Ivy Capital Management
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