Charles Schwab Corporation shares owned by Vivaldi Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Vivaldi Capital Management
from 13F filings
Historical chart of Vivaldi Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Vivaldi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 179k | 95.47 |
| 2025-06-30 | $17M | 191k | 91.24 |
| 2025-03-31 | $15M | 190k | 78.28 |
| 2024-12-31 | $17M | 201k | 82.46 |
| 2021-03-31 | $247k | 3.4k | 73.21 |
More positions owned by Vivaldi Capital Management
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