Charles Schwab Corporation shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11k | 114 | 95.36 |
| 2025-06-30 | $8.9k | 98 | 90.98 |
| 2025-03-31 | $5.3k | 68 | 77.78 |
| 2024-12-31 | $3.8k | 51 | 74.57 |
| 2024-09-30 | $3.3k | 51 | 65.10 |
| 2024-06-30 | $3.8k | 51 | 73.75 |
| 2024-03-31 | $3.7k | 50 | 73.58 |
| 2023-12-31 | $3.5k | 50 | 69.72 |
| 2023-09-30 | $2.8k | 50 | 55.38 |
| 2023-06-30 | $2.8k | 50 | 56.94 |
| 2023-03-31 | $2.6k | 50 | 52.38 |
| 2018-12-31 | $0 | 6 | 0.00 |
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