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Charles Schwab Corporation 5.95% Pfd pfd stk shares owned by Bartlett & Co.

Quarter-by-quarter ownership of Charles Schwab Corporation 5.95% Pfd pfd stk (SCHW.PD) shares owned by Bartlett & Co. from 13F filings

Historical chart of Bartlett & Co. investment in Charles Schwab Corporation 5.95% Pfd pfd stk

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All positions including Charles Schwab Corporation 5.95% Pfd pfd stk held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation 5.95% Pfd pfd stk by Bartlett & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 405 24.69
2022-12-31 $205k 8.7k 23.55
2022-09-30 $214k 8.7k 24.58
2022-06-30 $217k 8.7k 24.93
2022-03-31 $292k 12k 25.27
2021-12-31 $294k 12k 25.44

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View all positions for Bartlett & Co.

Top funds holding Charles Schwab Corporation 5.95% Pfd pfd stk

Mengis Capital Management
Archer Investment Corp
Bartlett & Co.
Bartlett & Co. Wealth Management
Pnc Financial Services

View all funds holding Charles Schwab Corporation 5.95% Pfd pfd stk