Charles Schwab Corporation shares owned by BMT Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BMT Investment Advisors
from 13F filings
Historical chart of BMT Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by BMT Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $1.5M | 45k | 33.61 |
| 2019-12-31 | $2.2M | 45k | 47.57 |
| 2019-09-30 | $1.9M | 45k | 41.84 |
| 2019-06-30 | $1.8M | 44k | 40.19 |
| 2019-03-31 | $1.8M | 43k | 42.75 |
| 2018-12-31 | $1.8M | 43k | 41.52 |
| 2018-09-30 | $1.8M | 37k | 49.14 |
| 2018-06-30 | $1.7M | 33k | 51.11 |
| 2018-03-31 | $1.7M | 32k | 52.23 |
| 2017-12-31 | $1.5M | 29k | 51.36 |
| 2017-09-30 | $1.3M | 29k | 43.74 |