Historical shareholding details of Cercano Management LLC holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Cercano Management LLC shareholding in Charles Schwab Corp. over the previous months

Month Name Total no. shares held Percent Holding
Jun 30, 2025 Cercano Management Llc 740,267 0.04%
Mar 31, 2025 Cercano Management Llc 1,135,480 0.06%
Dec 31, 2024 Cercano Management Llc 1,135,480 0.06%
Sep 30, 2024 Cercano Management Llc 1,135,480 0.06%
Jun 30, 2024 Cercano Management Llc 1,134,760 0.06%
Mar 31, 2024 Cercano Management Llc 1,193,012 0.07%
Dec 31, 2023 Cercano Management Llc 1,133,012 0.06%
Sep 30, 2023 Cercano Management Llc 1,466,255 0.08%
Jun 30, 2023 Cercano Management Llc 1,637,925 0.09%
Mar 31, 2023 Cercano Management Llc 926,220 0.05%

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