Charles Schwab Corporation shares owned by Y-Intercept
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Y-Intercept
from 13F filings
Historical chart of Y-Intercept investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Y-Intercept
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 49k | 95.47 |
| 2025-06-30 | $8.2M | 89k | 91.24 |
| 2024-12-31 | $4.1M | 56k | 74.01 |
| 2024-09-30 | $1.3M | 21k | 64.81 |
| 2024-06-30 | $677k | 9.2k | 73.69 |
| 2024-03-31 | $2.8M | 39k | 72.34 |
| 2023-09-30 | $2.3M | 43k | 54.90 |
| 2023-06-30 | $2.9M | 51k | 56.68 |
| 2023-03-31 | $3.1M | 59k | 52.38 |
| 2022-12-31 | $545k | 6.5k | 83.26 |
| 2022-06-30 | $594k | 9.4k | 63.16 |
| 2022-03-31 | $1.2M | 14k | 84.27 |