Charles Schwab Corporation shares owned by Bollard
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bollard
from 13F filings
Historical chart of Bollard investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bollard
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 24k | 64.79 |
| 2024-06-30 | $1.8M | 24k | 73.70 |
| 2024-03-31 | $1.8M | 26k | 72.35 |
| 2023-09-30 | $1.4M | 26k | 54.91 |
| 2023-06-30 | $1.5M | 26k | 56.66 |
| 2022-12-31 | $1.1M | 13k | 83.28 |
| 2022-09-30 | $960k | 13k | 71.87 |
| 2022-06-30 | $2.1M | 33k | 63.18 |
| 2022-03-31 | $2.8M | 34k | 84.30 |
| 2021-12-31 | $3.0M | 36k | 84.10 |
| 2021-09-30 | $547k | 7.5k | 72.82 |
| 2021-06-30 | $66k | 910 | 72.53 |
| 2021-03-31 | $59k | 908 | 64.98 |
| 2020-12-31 | $48k | 908 | 52.86 |
| 2020-09-30 | $33k | 908 | 36.34 |
| 2020-06-30 | $31k | 908 | 34.14 |