Charles Schwab Corporation shares owned by Birchbrook
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Birchbrook
from 13F filings
Historical chart of Birchbrook investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Birchbrook
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 2.2k | 95.46 |
| 2025-06-30 | $198k | 2.2k | 91.22 |
| 2025-03-31 | $177k | 2.3k | 78.29 |
| 2024-12-31 | $180k | 2.4k | 74.02 |
| 2024-09-30 | $161k | 2.5k | 64.81 |
| 2024-06-30 | $264k | 3.6k | 73.70 |
| 2024-03-31 | $351k | 4.8k | 72.34 |
| 2023-12-31 | $624k | 9.1k | 68.80 |