Charles Schwab Corporation shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Bellevue Asset Management 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 Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 293 | 95.49 |
| 2025-06-30 | $27k | 292 | 91.32 |
| 2025-03-31 | $23k | 291 | 78.37 |
| 2024-12-31 | $22k | 291 | 74.10 |
| 2024-09-30 | $19k | 291 | 64.89 |
| 2024-06-30 | $21k | 290 | 73.74 |
| 2024-03-31 | $21k | 289 | 72.40 |
| 2023-12-31 | $20k | 288 | 68.83 |
| 2023-09-30 | $16k | 286 | 55.06 |
| 2023-06-30 | $16k | 285 | 56.81 |
| 2023-03-31 | $15k | 284 | 52.44 |
| 2022-12-31 | $24k | 283 | 82.96 |
| 2022-09-30 | $20k | 283 | 70.67 |
| 2022-06-30 | $18k | 281 | 64.06 |
| 2022-03-31 | $24k | 281 | 85.41 |
| 2021-12-31 | $45k | 538 | 83.64 |
| 2021-09-30 | $39k | 538 | 72.49 |
| 2021-06-30 | $39k | 538 | 72.49 |
| 2021-03-31 | $35k | 538 | 65.06 |
| 2020-12-31 | $31k | 538 | 57.62 |
| 2020-09-30 | $19k | 538 | 35.32 |
| 2020-06-30 | $16k | 466 | 34.33 |
| 2020-03-31 | $17k | 466 | 36.48 |