Charles Schwab Corporation shares owned by Barrett & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Barrett & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $98k | 1.5k | 64.81 |
| 2024-06-30 | $117k | 1.6k | 73.69 |
| 2024-03-31 | $115k | 1.6k | 72.34 |
| 2023-12-31 | $109k | 1.6k | 68.80 |
| 2023-09-30 | $87k | 1.6k | 54.90 |
| 2023-06-30 | $90k | 1.6k | 56.68 |
| 2023-03-31 | $83k | 1.6k | 52.38 |
| 2022-12-31 | $116k | 1.4k | 83.26 |
| 2022-09-30 | $116k | 1.4k | 83.26 |