Charles Schwab Corporation shares owned by Bessemer
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bessemer
from 13F filings
Historical chart of Bessemer investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bessemer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 284k | 95.46 |
| 2025-06-30 | $29M | 317k | 91.21 |
| 2025-03-31 | $23M | 298k | 78.31 |
| 2024-12-31 | $24M | 323k | 74.04 |
| 2024-09-30 | $24M | 364k | 64.81 |
| 2024-06-30 | $27M | 368k | 73.70 |
| 2024-03-31 | $27M | 366k | 72.34 |
| 2023-12-31 | $24M | 342k | 68.80 |
| 2023-09-30 | $20M | 368k | 54.89 |
| 2023-06-30 | $21M | 378k | 56.69 |
| 2023-03-31 | $22M | 383k | 57.14 |
| 2022-12-31 | $310M | 3.7M | 83.26 |
| 2022-09-30 | $343M | 4.8M | 71.87 |
| 2022-06-30 | $304M | 4.8M | 63.18 |
| 2022-03-31 | $438M | 5.2M | 84.31 |
| 2021-12-31 | $429M | 5.1M | 84.10 |
| 2021-09-30 | $366M | 5.0M | 72.84 |
| 2021-06-30 | $362M | 5.0M | 72.81 |
| 2021-03-31 | $321M | 4.9M | 65.18 |
| 2020-12-31 | $160M | 3.0M | 53.04 |
| 2020-09-30 | $13M | 344k | 36.27 |
| 2020-06-30 | $35M | 1.1M | 33.73 |
| 2020-03-31 | $34M | 1.0M | 33.62 |
| 2019-12-31 | $54M | 1.1M | 47.56 |
| 2019-09-30 | $44M | 1.1M | 41.83 |
| 2019-06-30 | $46M | 1.1M | 40.19 |
| 2019-03-31 | $5.3M | 124k | 42.75 |
| 2018-12-31 | $4.4M | 105k | 41.54 |
| 2018-09-30 | $5.4M | 109k | 49.16 |
| 2018-06-30 | $4.7M | 91k | 51.11 |
| 2018-03-31 | $5.1M | 98k | 52.20 |
| 2017-12-31 | $4.7M | 92k | 51.35 |
| 2017-09-30 | $4.0M | 92k | 43.76 |
| 2017-06-30 | $5.8M | 134k | 42.96 |
| 2017-03-31 | $4.9M | 120k | 40.81 |
| 2016-12-31 | $4.7M | 119k | 39.47 |
| 2016-09-30 | $1.6M | 52k | 31.58 |
| 2016-06-30 | $1.5M | 57k | 25.28 |
| 2016-03-31 | $685k | 25k | 27.31 |
| 2015-12-31 | $1.2M | 38k | 32.93 |
| 2015-09-30 | $111k | 3.9k | 28.60 |
| 2015-06-30 | $12k | 380 | 31.58 |
| 2015-03-31 | $35k | 1.1k | 30.51 |
| 2014-12-31 | $9.0k | 300 | 30.00 |
| 2014-09-30 | $9.0k | 300 | 30.00 |
| 2014-06-30 | $8.0k | 300 | 26.67 |
| 2014-03-31 | $8.0k | 300 | 26.67 |
| 2013-12-31 | $8.0k | 300 | 26.67 |
| 2013-09-30 | $6.0k | 300 | 20.00 |
| 2013-06-30 | $22k | 1.0k | 21.15 |