Charles Schwab Corporation shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $300k | 5.5k | 54.05 |
| 2021-06-30 | $193k | 3.6k | 54.05 |
| 2021-03-31 | $146k | 2.7k | 54.05 |
| 2020-12-31 | $126k | 2.4k | 52.00 |
| 2020-09-30 | $41k | 1.3k | 31.50 |
| 2020-06-30 | $36k | 1.2k | 29.63 |
| 2020-03-31 | $34k | 1.2k | 29.63 |
| 2019-12-31 | $55k | 1.2k | 47.09 |
| 2019-09-30 | $39k | 933 | 41.80 |
| 2019-06-30 | $58k | 1.4k | 40.14 |
| 2019-03-31 | $44k | 1.0k | 42.07 |
| 2018-12-31 | $10k | 290 | 35.40 |