Siebert Financial shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Siebert Financial (SIEB) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Siebert Financial
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Quarterly reported holdings in Siebert Financial by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 35k | 2.92 |
| 2025-06-30 | $156k | 35k | 4.42 |
| 2021-03-31 | $118k | 29k | 4.06 |
| 2020-12-31 | $108k | 26k | 4.21 |
| 2020-09-30 | $83k | 26k | 3.23 |
| 2020-06-30 | $130k | 26k | 5.06 |
| 2020-03-31 | $162k | 22k | 7.26 |
| 2019-12-31 | $176k | 20k | 8.66 |
| 2019-09-30 | $188k | 20k | 9.25 |
| 2019-06-30 | $183k | 20k | 9.00 |
| 2019-03-31 | $206k | 17k | 11.85 |
| 2018-12-31 | $199k | 14k | 14.53 |
| 2018-09-30 | $201k | 14k | 14.67 |
| 2018-06-30 | $143k | 14k | 10.44 |
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