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Charles Schwab Corporation shares owned by V-Square Quantitative Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by V-Square Quantitative Management from 13F filings

Historical chart of V-Square Quantitative Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by V-Square Quantitative Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by V-Square Quantitative Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 34k 95.47
2025-06-30 $2.9M 32k 91.24
2025-03-31 $2.3M 29k 78.28
2024-12-31 $1.9M 25k 74.01
2024-09-30 $1.5M 24k 64.81
2024-06-30 $1.4M 19k 73.69
2024-03-31 $1.5M 21k 72.34
2023-12-31 $1.4M 21k 68.80
2023-09-30 $735k 13k 54.90
2023-06-30 $504k 8.9k 56.68
2023-03-31 $459k 8.8k 52.38