Charles Schwab Corporation 5.95% Pfd pfd stk shares owned by Bartlett & Co.
Quarter-by-quarter ownership of Charles Schwab Corporation 5.95% Pfd pfd stk (SCHW.PD) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in Charles Schwab Corporation 5.95% Pfd pfd stk
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All positions including Charles Schwab Corporation 5.95% Pfd pfd stk held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation 5.95% Pfd pfd stk by Bartlett & Co.
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $10k | 405 | 24.69 |
2022-12-31 | $205k | 8.7k | 23.55 |
2022-09-30 | $214k | 8.7k | 24.58 |
2022-06-30 | $217k | 8.7k | 24.93 |
2022-03-31 | $292k | 12k | 25.27 |
2021-12-31 | $294k | 12k | 25.44 |
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