Charles Schwab Corporation shares owned by BBR Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BBR Partners
from 13F filings
Historical chart of BBR Partners investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by BBR Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by BBR Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $376k | 5.1k | 74.01 |
| 2024-09-30 | $324k | 5.0k | 64.81 |
| 2024-06-30 | $369k | 5.0k | 73.69 |
| 2023-03-31 | $307k | 5.9k | 52.38 |
| 2022-06-30 | $452k | 7.1k | 63.23 |
| 2022-03-31 | $602k | 7.1k | 84.29 |
| 2021-12-31 | $611k | 7.3k | 84.10 |
| 2021-09-30 | $552k | 7.6k | 72.89 |
| 2021-06-30 | $556k | 7.6k | 72.77 |
| 2021-03-31 | $876k | 13k | 65.20 |
| 2020-12-31 | $651k | 12k | 53.05 |
| 2020-09-30 | $444k | 12k | 36.22 |
| 2020-03-31 | $524k | 16k | 33.60 |
| 2019-12-31 | $734k | 15k | 47.54 |
| 2019-09-30 | $634k | 15k | 41.80 |
| 2019-06-30 | $607k | 15k | 40.17 |
| 2019-03-31 | $641k | 15k | 42.73 |
| 2018-12-31 | $623k | 15k | 41.53 |
| 2018-09-30 | $737k | 15k | 49.29 |
| 2018-06-30 | $767k | 15k | 51.13 |
| 2018-03-31 | $784k | 15k | 52.24 |