Symbotic shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Symbotic
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Quarterly reported holdings in Symbotic by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 287k | 53.90 |
| 2025-06-30 | $9.0M | 231k | 38.85 |
| 2025-03-31 | $4.7M | 232k | 20.21 |
| 2024-12-31 | $5.5M | 231k | 23.71 |
| 2024-09-30 | $5.3M | 219k | 24.39 |
| 2024-06-30 | $7.0M | 199k | 35.16 |
| 2024-03-31 | $8.7M | 193k | 45.00 |
| 2023-12-31 | $4.6M | 90k | 51.33 |
| 2023-09-30 | $2.9M | 87k | 33.43 |
| 2023-06-30 | $273k | 6.4k | 42.81 |
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