Charles Schwab Corporation shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Baker Tilly Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $269k | 2.9k | 92.27 |
| 2024-06-30 | $322k | 4.4k | 73.69 |
| 2024-03-31 | $800k | 11k | 72.34 |
| 2023-12-31 | $741k | 11k | 68.80 |
| 2023-09-30 | $621k | 11k | 54.90 |
| 2023-06-30 | $665k | 12k | 56.68 |
| 2023-03-31 | $602k | 12k | 52.38 |
| 2022-12-31 | $867k | 10k | 83.26 |
| 2022-09-30 | $782k | 11k | 71.89 |
| 2022-06-30 | $685k | 11k | 63.20 |
| 2022-03-31 | $654k | 7.8k | 84.35 |
| 2021-12-31 | $636k | 7.6k | 84.16 |
| 2021-09-30 | $548k | 7.5k | 72.90 |
| 2021-06-30 | $315k | 4.3k | 72.90 |
| 2021-03-31 | $280k | 4.3k | 65.07 |
| 2020-12-31 | $278k | 5.2k | 52.98 |