Charles Schwab Corporation shares owned by Summit Global Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $755k | 7.6k | 99.97 |