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Charles Schwab Corporation shares owned by VELA Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by VELA Investment Management from 13F filings

Historical chart of VELA Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by VELA Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by VELA Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 24k 64.81
2024-06-30 $1.7M 23k 73.69
2024-03-31 $3.5M 49k 72.34
2023-12-31 $3.3M 48k 68.80
2023-09-30 $2.0M 37k 54.90
2023-06-30 $2.0M 35k 56.68
2023-03-31 $1.8M 34k 52.38
2022-12-31 $4.6M 56k 83.26
2022-09-30 $3.8M 52k 71.86
2022-06-30 $2.9M 47k 63.18
2022-03-31 $3.2M 38k 84.31
2021-12-31 $3.8M 45k 84.10