Charles Schwab Investment Management »

Burke & Herbert Financial Serv shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Charles Schwab Investment 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 Burke & Herbert Financial Serv by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 109k 60.99
2024-06-30 $1.9M 37k 50.98
2024-03-31 $991k 18k 56.03
2023-12-31 $1.1M 18k 62.90
2023-09-30 $847k 18k 46.47
2023-06-30 $945k 15k 64.20