Historical shareholding details of Circle Wealth Management, LLC holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Circle Wealth Management, LLC shareholding in Charles Schwab Corp. over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 Circle Wealth Management, Llc 7,391 0.00%
Dec 31, 2024 Circle Wealth Management, Llc 7,391 0.00%
Sep 30, 2024 Circle Wealth Management, Llc 7,293 0.00%
Jun 30, 2024 Circle Wealth Management, Llc 8,479 0.00%
Mar 31, 2024 Circle Wealth Management, Llc 9,319 0.00%
Dec 31, 2023 Circle Wealth Management, Llc 8,093 0.00%
Sep 30, 2023 Circle Wealth Management, Llc 7,429 0.00%
Jun 30, 2023 Circle Wealth Management, Llc 7,342 0.00%
Mar 31, 2023 Circle Wealth Management, Llc 7,236 0.00%

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