Charles Schwab Corporation shares owned by Bank Julius Baer & Co. Ltd, Zurich
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bank Julius Baer & Co. Ltd, Zurich
from 13F filings
Historical chart of Bank Julius Baer & Co. Ltd, Zurich investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Bank Julius Baer & Co. Ltd, Zurich consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Bank Julius Baer & Co. Ltd, Zurich
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $63M | 910k | 68.80 |
| 2023-09-30 | $55M | 1.0M | 54.90 |
| 2023-06-30 | $55M | 966k | 56.68 |
| 2023-03-31 | $54M | 1.0M | 52.38 |
| 2022-12-31 | $89M | 1.1M | 83.26 |
| 2022-09-30 | $71M | 982k | 71.87 |
| 2022-06-30 | $63M | 990k | 63.18 |
| 2022-03-31 | $75M | 888k | 84.31 |
| 2021-12-31 | $63M | 752k | 84.10 |
| 2021-09-30 | $54M | 745k | 72.84 |
| 2021-06-30 | $52M | 720k | 72.81 |
| 2021-03-31 | $48M | 730k | 65.18 |
| 2020-12-31 | $39M | 1.3M | 30.09 |
| 2020-09-30 | $28M | 782k | 36.23 |
| 2020-06-30 | $32M | 956k | 33.62 |
| 2020-03-31 | $32M | 956k | 33.62 |