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
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Quarterly reported holdings in Burke & Herbert Financial Serv by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 111k | 61.69 |
| 2025-06-30 | $6.6M | 110k | 59.73 |
| 2025-03-31 | $6.1M | 109k | 56.11 |
| 2024-12-31 | $6.9M | 111k | 62.36 |
| 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 |
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