Charles Schwab Corporation shares owned by Next Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Next Capital Management
from 13F filings
Historical chart of Next Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Next Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 64k | 68.80 |
| 2023-09-30 | $3.5M | 63k | 54.90 |
| 2023-06-30 | $3.6M | 63k | 56.68 |
| 2023-03-31 | $2.0M | 38k | 52.38 |
| 2019-06-30 | $110k | 2.7k | 40.26 |
| 2019-03-31 | $94k | 2.2k | 42.73 |
| 2018-12-31 | $91k | 2.2k | 41.36 |