Charles Schwab Corporation shares owned by Barnes Dennig Private Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Barnes Dennig Private Wealth Management
from 13F filings
Historical chart of Barnes Dennig Private Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Barnes Dennig Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 44k | 95.47 |
| 2025-06-30 | $4.3M | 48k | 91.24 |
| 2025-03-31 | $3.7M | 47k | 78.28 |
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