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Charles Schwab Corporation shares owned by Btim

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

Historical chart of Btim investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Btim

Quarter filed Position value Share count Share price at filing
2024-03-31 $481k 6.7k 72.34
2023-12-31 $458k 6.7k 68.80
2023-09-30 $361k 6.6k 54.90
2023-06-30 $373k 6.6k 56.68
2023-03-31 $414k 7.9k 52.38
2022-12-31 $467k 5.6k 83.26
2022-09-30 $403k 5.6k 71.78
2022-06-30 $335k 5.3k 63.15
2022-03-31 $444k 5.3k 84.25
2021-12-31 $443k 5.3k 84.06
2021-09-30 $384k 5.3k 72.87
2021-06-30 $384k 5.3k 72.87
2021-03-31 $343k 5.3k 65.09
2020-12-31 $280k 5.3k 53.13
2020-03-31 $206k 6.1k 33.66
2019-12-31 $330k 6.9k 47.59
2019-09-30 $284k 6.8k 41.89
2019-06-30 $299k 7.4k 40.24
2019-03-31 $318k 7.4k 42.80
2018-12-31 $311k 7.5k 41.47
2018-09-30 $369k 7.5k 49.09
2018-06-30 $384k 7.5k 51.08
2018-03-31 $505k 9.7k 52.17
2017-12-31 $433k 8.4k 51.36
2017-09-30 $369k 8.4k 43.77
2012-03-31 $150k 11k 14.35