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BM Technologies shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of BM Technologies (BMTX) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in BM Technologies

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All positions including BM Technologies held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BM Technologies by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 10k 1.65
2023-12-31 $21k 10k 2.05
2023-09-30 $20k 10k 2.00
2023-06-30 $30k 10k 2.98
2023-03-31 $36k 10k 3.52
2022-12-31 $53k 10k 5.21
2021-12-31 $270k 30k 9.07
2021-09-30 $373k 43k 8.60
2021-06-30 $504k 43k 11.62
2021-03-31 $450k 43k 10.38