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Charles Schwab Corporation shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.4M 44k 54.90
2023-06-30 $2.5M 43k 56.69
2023-03-31 $2.3M 44k 52.39
2022-12-31 $3.6M 44k 83.27
2022-09-30 $3.2M 45k 71.87
2022-06-30 $2.9M 46k 63.19
2022-03-31 $4.0M 48k 84.30
2021-12-31 $4.4M 52k 84.10
2021-09-30 $3.8M 52k 72.83
2021-06-30 $3.9M 54k 72.80
2021-03-31 $3.5M 53k 65.18
2020-12-31 $2.9M 54k 53.03
2020-09-30 $2.1M 57k 36.22
2020-06-30 $1.8M 53k 33.73
2020-03-31 $3.2M 95k 33.62
2019-12-31 $4.3M 91k 47.56
2019-09-30 $3.7M 89k 41.84
2019-06-30 $3.6M 89k 40.19
2019-03-31 $3.6M 83k 42.76
2018-12-31 $3.5M 84k 41.53
2018-09-30 $3.8M 77k 49.15
2018-06-30 $3.7M 73k 51.10
2018-03-31 $3.8M 73k 52.22
2017-12-31 $3.7M 72k 51.37
2017-09-30 $3.1M 72k 43.74
2017-06-30 $1.9M 45k 42.95
2017-03-31 $1.8M 43k 40.82
2016-12-31 $1.7M 42k 39.47
2016-09-30 $1.3M 42k 31.56
2016-06-30 $1.0M 40k 25.31
2016-03-31 $1.1M 40k 28.02
2015-12-31 $1.3M 39k 32.93
2015-09-30 $1.1M 38k 28.56
2015-06-30 $1.2M 37k 32.64
2015-03-31 $1.1M 37k 30.44
2014-12-31 $1.1M 37k 30.20
2014-09-30 $1.1M 37k 29.53
2014-06-30 $1.0M 37k 26.97
2014-03-31 $1.0M 37k 27.29
2013-12-31 $965k 37k 26.00
2013-09-30 $789k 37k 21.10
2013-06-30 $788k 37k 21.23
2013-03-31 $724k 41k 17.69
2011-03-31 $2.0k 100 20.00
2010-12-31 $2.0k 100 20.00