Charles Schwab Corporation shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $762k | 8.0k | 95.48 |
| 2025-06-30 | $737k | 8.1k | 91.24 |
| 2025-03-31 | $652k | 8.3k | 78.28 |
| 2024-12-31 | $579k | 7.8k | 74.01 |
| 2024-09-30 | $461k | 7.1k | 64.81 |
| 2024-03-31 | $508k | 7.0k | 72.34 |
| 2023-12-31 | $475k | 6.9k | 68.80 |
| 2023-09-30 | $249k | 4.5k | 54.91 |
| 2023-06-30 | $257k | 4.5k | 56.69 |
| 2023-03-31 | $237k | 4.5k | 52.38 |
| 2022-12-31 | $5.4M | 65k | 83.26 |
| 2022-09-30 | $4.6M | 64k | 71.88 |
| 2022-06-30 | $4.1M | 65k | 63.19 |
| 2022-03-31 | $5.6M | 66k | 84.31 |
| 2021-12-31 | $353k | 4.2k | 84.13 |
| 2021-09-30 | $297k | 4.1k | 72.74 |
More positions owned by Badgley Phelps Wealth Managers
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