Bartlett & Co. Wealth Management »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 405 25.10

More positions owned by Bartlett & Co. Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Lowe's Companies (LOW)
Abbott Laboratories (ABT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
TJX Companies (TJX)
Amgen (AMGN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)

View all positions for Bartlett & Co. Wealth Management

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