Charles Schwab 4.45 pfd Ser. J shares owned by Boyd Watterson Asset Management
Quarter-by-quarter ownership of Charles Schwab 4.45 pfd Ser. J (SCHW.PJ) shares owned by Boyd Watterson Asset Management
from 13F filings
Historical chart of Boyd Watterson Asset Management investment in Charles Schwab 4.45 pfd Ser. J
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Quarterly reported holdings in Charles Schwab 4.45 pfd Ser. J by Boyd Watterson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $821k | 37k | 22.33 |
| 2024-06-30 | $818k | 41k | 20.08 |
| 2024-03-31 | $875k | 41k | 21.48 |
| 2023-12-31 | $852k | 43k | 19.93 |
| 2023-09-30 | $796k | 43k | 18.62 |
| 2023-06-30 | $744k | 38k | 19.71 |
| 2023-03-31 | $734k | 38k | 19.44 |
| 2022-12-31 | $671k | 36k | 18.50 |
| 2022-09-30 | $689k | 36k | 19.01 |
| 2022-06-30 | $770k | 38k | 20.42 |
| 2022-03-31 | $765k | 33k | 22.90 |
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