Charles Schwab Corporation shares owned by Bartlett & Co.
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bartlett & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 30k | 69.54 |
| 2023-09-30 | $1.6M | 29k | 54.89 |
| 2023-06-30 | $1.7M | 29k | 56.66 |
| 2023-03-31 | $1.6M | 30k | 52.38 |
| 2022-12-31 | $2.6M | 31k | 83.26 |
| 2022-09-30 | $2.3M | 31k | 71.86 |
| 2022-06-30 | $2.0M | 32k | 63.19 |
| 2022-03-31 | $2.6M | 31k | 84.32 |
| 2021-12-31 | $2.6M | 31k | 84.11 |
| 2021-09-30 | $2.3M | 31k | 72.83 |
| 2021-06-30 | $2.3M | 31k | 72.80 |
| 2021-03-31 | $2.1M | 32k | 65.18 |
| 2020-12-31 | $2.3M | 44k | 53.05 |
| 2020-09-30 | $1.7M | 48k | 36.22 |
| 2020-06-30 | $1.9M | 57k | 33.74 |
| 2020-03-31 | $3.7M | 109k | 33.62 |
| 2019-09-30 | $13M | 307k | 41.83 |
| 2019-06-30 | $1.4M | 35k | 40.20 |
| 2019-03-31 | $1.6M | 36k | 42.75 |
| 2018-12-31 | $1.5M | 37k | 41.53 |
| 2018-09-30 | $1.8M | 37k | 49.16 |
| 2018-06-30 | $1.9M | 36k | 51.09 |
| 2018-03-31 | $1.8M | 35k | 52.23 |
| 2017-12-31 | $1.8M | 36k | 51.36 |
| 2017-09-30 | $1.6M | 36k | 43.73 |
| 2017-06-30 | $1.6M | 36k | 42.96 |
| 2017-03-31 | $1.5M | 36k | 40.80 |
| 2016-12-31 | $1.5M | 37k | 39.46 |
| 2016-09-30 | $1.1M | 36k | 31.58 |
| 2016-06-30 | $900k | 36k | 25.31 |
| 2016-03-31 | $997k | 36k | 28.03 |
| 2015-12-31 | $1.2M | 36k | 32.93 |
| 2015-09-30 | $1.0M | 37k | 28.56 |
| 2015-06-30 | $1.2M | 37k | 32.66 |
| 2015-03-31 | $1.1M | 37k | 30.45 |
| 2014-12-31 | $1.1M | 37k | 30.20 |
| 2014-09-30 | $1.1M | 39k | 29.39 |
| 2014-06-30 | $1.0M | 39k | 26.92 |
| 2014-03-31 | $1.1M | 39k | 27.32 |
| 2013-12-31 | $1.0M | 40k | 26.01 |
| 2013-09-30 | $872k | 41k | 21.13 |
| 2013-06-30 | $881k | 42k | 21.22 |
| 2013-03-31 | $734k | 42k | 17.68 |
| 2012-12-31 | $596k | 42k | 14.36 |
| 2012-09-30 | $673k | 53k | 12.79 |
| 2012-03-31 | $754k | 52k | 14.38 |
| 2010-06-30 | $678k | 52k | 12.93 |