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Charles Schwab Corporation shares owned by NEOS Investment Management

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

Historical chart of NEOS Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by NEOS Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 67k 64.81
2024-03-31 $2.7M 37k 72.34
2023-09-30 $856k 16k 54.90