Charles Schwab Corporation shares owned by NorthCrest Asset Manangement
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by NorthCrest Asset Manangement
from 13F filings
Historical chart of NorthCrest Asset Manangement investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by NorthCrest Asset Manangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 94.01 |
| 2025-06-30 | $1.6M | 17k | 91.48 |
| 2025-03-31 | $1.4M | 18k | 78.28 |
| 2024-12-31 | $1.0M | 16k | 64.81 |
| 2024-06-30 | $1.1M | 16k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $1.0M | 15k | 68.80 |
| 2023-09-30 | $1.5M | 28k | 54.90 |
| 2023-06-30 | $1.6M | 29k | 56.68 |
| 2023-03-31 | $1.1M | 20k | 52.38 |
| 2022-12-31 | $1.3M | 15k | 83.24 |
| 2022-09-30 | $1.3M | 19k | 71.82 |
| 2022-06-30 | $1.2M | 19k | 63.15 |
| 2022-03-31 | $1.3M | 15k | 84.33 |
| 2021-12-31 | $1.6M | 19k | 84.11 |
More positions owned by NorthCrest Asset Manangement
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