Charles Schwab Corporation shares owned by Badgley Phelps Investment Managers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Badgley Phelps Investment Managers
from 13F filings
Historical chart of Badgley Phelps Investment Managers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Badgley Phelps Investment Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $312k | 4.3k | 72.93 |
| 2021-03-31 | $409k | 6.3k | 65.13 |
| 2020-12-31 | $377k | 7.1k | 53.05 |
| 2020-09-30 | $241k | 6.6k | 36.28 |
| 2020-06-30 | $224k | 6.6k | 33.72 |
| 2020-03-31 | $232k | 6.9k | 33.56 |
| 2019-12-31 | $316k | 6.6k | 47.57 |
| 2019-09-30 | $252k | 6.0k | 41.76 |
| 2019-06-30 | $243k | 6.0k | 40.27 |
| 2019-03-31 | $304k | 7.1k | 42.74 |
| 2018-12-31 | $8.0M | 192k | 41.53 |
| 2018-09-30 | $10M | 206k | 49.15 |
| 2018-06-30 | $11M | 210k | 51.10 |
| 2018-03-31 | $11M | 212k | 52.22 |
| 2017-12-31 | $11M | 205k | 51.37 |
| 2017-09-30 | $9.2M | 210k | 43.74 |
| 2017-06-30 | $9.3M | 216k | 42.96 |
| 2017-03-31 | $8.8M | 217k | 40.81 |
| 2016-12-31 | $8.4M | 213k | 39.47 |
| 2016-09-30 | $6.8M | 216k | 31.57 |
| 2016-06-30 | $5.5M | 216k | 25.31 |
| 2016-03-31 | $5.9M | 210k | 28.02 |
| 2015-12-31 | $6.5M | 198k | 32.93 |
| 2015-09-30 | $5.8M | 205k | 28.56 |
| 2015-06-30 | $6.6M | 201k | 32.65 |
| 2015-03-31 | $5.8M | 191k | 30.44 |
| 2011-12-31 | $2.5M | 225k | 11.26 |
| 2011-09-30 | $3.9M | 348k | 11.27 |
| 2011-06-30 | $5.7M | 349k | 16.45 |
| 2011-03-31 | $5.8M | 323k | 18.03 |
More positions owned by Badgley Phelps Investment Managers
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