Charles Schwab Corporation shares owned by Bellwether Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 95.47 |
| 2025-06-30 | $216k | 2.4k | 91.24 |
| 2025-03-31 | $2.2M | 28k | 78.28 |
| 2024-12-31 | $353k | 4.8k | 74.01 |
| 2023-03-31 | $121k | 2.3k | 52.38 |
| 2022-12-31 | $192k | 2.3k | 83.26 |
| 2022-09-30 | $165k | 2.3k | 71.46 |
| 2022-06-30 | $145k | 2.3k | 62.80 |
| 2022-03-31 | $194k | 2.3k | 84.02 |
| 2021-12-31 | $652k | 7.8k | 84.02 |
| 2021-09-30 | $7.0k | 100 | 70.00 |
| 2021-06-30 | $7.0k | 100 | 70.00 |
| 2021-03-31 | $6.0k | 100 | 60.00 |
| 2020-12-31 | $5.0k | 100 | 50.00 |