Historical shareholding details of North Reef Capital Management LP holdings in Charles Schwab Corp. (SCHW)

Monthly changes of North Reef Capital Management LP shareholding in Charles Schwab Corp. over the previous months

Month Name Total no. shares held Percent Holding
Jun 30, 2025 North Reef Capital Management Lp 150,000 0.01%
Mar 31, 2025 North Reef Capital Management Lp 275,000 0.02%
Dec 31, 2024 North Reef Capital Management Lp 374,999 0.02%
Sep 30, 2024 North Reef Capital Management Lp 599,999 0.03%
Jun 30, 2024 North Reef Capital Management Lp 195,000 0.01%
Mar 31, 2024 North Reef Capital Management Lp 50,000 0.00%
Sep 30, 2023 North Reef Capital Management Lp 655,000 0.04%
Jun 30, 2023 North Reef Capital Management Lp 553,500 0.03%
Mar 31, 2023 North Reef Capital Management Lp 0 0.00%

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