Charles Schwab Corporation shares owned by North Reef Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by North Reef Capital Management
from 13F filings
Historical chart of North Reef Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by North Reef Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by North Reef Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $39M | 600k | 64.81 |
| 2024-06-30 | $14M | 195k | 73.69 |
| 2024-03-31 | $3.6M | 50k | 72.34 |
| 2023-09-30 | $36M | 655k | 54.90 |
| 2023-06-30 | $31M | 554k | 56.68 |
| 2022-12-31 | $35M | 419k | 83.26 |
| 2022-03-31 | $9.3M | 110k | 84.31 |
| 2021-12-31 | $3.8M | 45k | 84.11 |
More positions owned by North Reef Capital Management
View all positions for North Reef Capital Management