Sofi Technologies shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 6.1M | 7.86 |
| 2024-06-30 | $40M | 6.1M | 6.61 |
| 2024-03-31 | $40M | 5.5M | 7.30 |
| 2023-12-31 | $55M | 5.5M | 9.95 |
| 2023-09-30 | $42M | 5.3M | 7.99 |
| 2023-06-30 | $38M | 4.6M | 8.34 |
| 2023-03-31 | $28M | 4.5M | 6.07 |
| 2022-12-31 | $21M | 4.5M | 4.61 |
| 2022-09-30 | $21M | 4.3M | 4.88 |
| 2022-06-30 | $20M | 3.8M | 5.27 |
| 2022-03-31 | $30M | 3.2M | 9.45 |
| 2021-12-31 | $50M | 3.2M | 15.81 |
| 2021-09-30 | $45M | 2.8M | 15.88 |
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