Charles Schwab Corporation shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $179k | 1.9k | 95.48 |
| 2025-06-30 | $174k | 1.9k | 91.25 |
| 2025-03-31 | $147k | 1.9k | 78.29 |
| 2024-12-31 | $164k | 2.2k | 74.01 |
| 2024-09-30 | $144k | 2.2k | 64.81 |
| 2024-03-31 | $162k | 2.2k | 72.34 |
| 2023-12-31 | $153k | 2.2k | 68.80 |
| 2023-09-30 | $122k | 2.2k | 54.90 |
| 2023-06-30 | $122k | 2.1k | 56.68 |
| 2023-03-31 | $45k | 860 | 52.38 |
| 2022-12-31 | $88k | 1.1k | 83.26 |
| 2022-09-30 | $69k | 966 | 71.43 |
| 2022-06-30 | $55k | 867 | 63.44 |
| 2021-12-31 | $81k | 965 | 83.94 |
| 2021-09-30 | $61k | 839 | 72.71 |