Charles Schwab Corporation shares owned by North Reef Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by North Reef Capital Management
from 13F filings
Historical chart of North Reef Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by North Reef Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 50k | 72.34 |
| 2023-09-30 | $36M | 655k | 54.90 |
| 2023-06-30 | $31M | 554k | 56.68 |
| 2022-12-31 | $35M | 419k | 83.26 |
| 2022-03-31 | $9.3M | 110k | 84.31 |
| 2021-12-31 | $3.8M | 45k | 84.11 |
More positions owned by North Reef Capital Management
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