Schwab Charles Family shares owned by CWM
Historical chart of CWM investment in Schwab Charles Family
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All positions including Schwab Charles Family held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 10M | 1.00 |
| 2024-06-30 | $18M | 18M | 1.00 |
| 2024-03-31 | $7.3M | 7.3M | 1.00 |
| 2023-12-31 | $6.5M | 6.5M | 1.00 |
| 2023-09-30 | $6.5M | 6.5M | 1.00 |
| 2023-06-30 | $3.0M | 3.0M | 1.00 |