Charles Schwab Corporation shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 22k | 95.47 |
| 2025-06-30 | $2.0M | 22k | 91.24 |
| 2025-03-31 | $1.9M | 24k | 78.28 |
| 2024-12-31 | $1.8M | 24k | 74.01 |
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $1.9M | 26k | 73.69 |
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $2.1M | 30k | 69.55 |
| 2023-09-30 | $1.6M | 29k | 54.90 |
More positions owned by Bartlett & Co. Wealth Management
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