Charles Schwab Corporation shares owned by Bleakley Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bleakley Financial Group
from 13F filings
Historical chart of Bleakley Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bleakley Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 29k | 95.47 |
| 2025-06-30 | $2.5M | 28k | 91.24 |
| 2025-03-31 | $2.1M | 26k | 78.28 |
| 2024-12-31 | $1.9M | 25k | 74.01 |
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $2.0M | 27k | 73.69 |
| 2024-03-31 | $1.9M | 26k | 72.34 |
| 2023-12-31 | $2.4M | 35k | 68.80 |
| 2023-09-30 | $2.5M | 45k | 54.90 |
| 2023-06-30 | $2.7M | 47k | 56.68 |
| 2023-03-31 | $1.3M | 24k | 52.38 |
| 2022-12-31 | $2.3M | 28k | 83.26 |