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Charles Schwab Corporation shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 151k 68.80
2023-09-30 $7.8M 143k 54.90
2023-06-30 $7.8M 137k 56.68
2023-03-31 $7.1M 135k 52.38
2022-12-31 $11M 134k 83.26
2022-09-30 $9.9M 136k 72.31
2022-06-30 $8.5M 135k 63.18
2022-03-31 $8.1M 124k 65.22
2021-12-31 $11k 729 15.49
2021-09-30 $9.5M 130k 72.84
2021-06-30 $9.1M 125k 72.80
2021-03-31 $8.1M 124k 65.18
2020-12-31 $6.4M 121k 53.04