Charles Schwab Corporation shares owned by Bailard
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bailard
from 13F filings
Historical chart of Bailard investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bailard
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 55k | 95.47 |
| 2025-06-30 | $5.1M | 56k | 91.24 |
| 2025-03-31 | $3.7M | 48k | 78.28 |
| 2024-12-31 | $3.7M | 50k | 74.01 |
| 2024-09-30 | $3.2M | 49k | 64.81 |
| 2024-06-30 | $3.2M | 43k | 73.69 |
| 2024-03-31 | $5.5M | 76k | 72.34 |
| 2023-12-31 | $5.2M | 76k | 68.80 |
| 2023-09-30 | $4.2M | 76k | 54.90 |
| 2023-06-30 | $4.3M | 76k | 56.68 |
| 2023-03-31 | $2.5M | 48k | 52.38 |
| 2022-12-31 | $4.7M | 56k | 83.26 |
| 2022-09-30 | $4.0M | 55k | 71.87 |
| 2022-06-30 | $3.6M | 57k | 63.19 |
| 2022-03-31 | $4.8M | 57k | 84.31 |
| 2021-12-31 | $4.8M | 57k | 84.10 |
| 2021-09-30 | $4.0M | 55k | 72.84 |
| 2021-06-30 | $4.0M | 55k | 72.82 |
| 2021-03-31 | $3.6M | 55k | 65.18 |
| 2020-12-31 | $651k | 12k | 53.08 |
| 2020-09-30 | $418k | 12k | 36.21 |
| 2020-06-30 | $363k | 11k | 33.79 |
| 2020-03-31 | $358k | 11k | 33.65 |
| 2019-12-31 | $468k | 9.8k | 47.59 |
| 2017-12-31 | $437k | 8.5k | 51.32 |
| 2012-03-31 | $163k | 11k | 14.37 |