Charles Schwab Corporation shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
from 13F filings
Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $381k | 3.8k | 99.91 |
| 2025-09-30 | $351k | 3.7k | 95.48 |
| 2025-06-30 | $302k | 3.3k | 91.23 |
| 2025-03-31 | $257k | 3.3k | 77.80 |
| 2024-12-31 | $232k | 3.1k | 74.02 |
| 2024-09-30 | $202k | 3.1k | 64.80 |
| 2024-06-30 | $230k | 3.1k | 73.68 |
| 2023-12-31 | $202k | 2.9k | 68.80 |
More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors