Charles Schwab Corporation shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 25k | 95.47 |
| 2025-06-30 | $2.7M | 30k | 91.24 |
| 2024-12-31 | $6.4M | 87k | 74.01 |
| 2024-06-30 | $7.1M | 96k | 73.69 |
| 2024-03-31 | $8.1M | 112k | 72.34 |
| 2023-12-31 | $8.5M | 123k | 68.80 |
| 2023-09-30 | $7.6M | 139k | 54.90 |
| 2023-06-30 | $8.3M | 146k | 56.68 |
| 2023-03-31 | $9.2M | 176k | 52.38 |
| 2022-12-31 | $17M | 205k | 83.26 |
| 2022-09-30 | $15M | 207k | 71.87 |
| 2022-06-30 | $12M | 187k | 63.18 |
| 2022-03-31 | $16M | 186k | 84.31 |
| 2021-12-31 | $18M | 213k | 84.10 |
| 2021-09-30 | $15M | 208k | 72.84 |
| 2021-06-30 | $15M | 208k | 72.81 |
| 2021-03-31 | $13M | 203k | 65.18 |
| 2020-12-31 | $11M | 205k | 53.04 |
| 2020-09-30 | $7.2M | 199k | 36.23 |
| 2020-06-30 | $6.3M | 188k | 33.74 |
| 2020-03-31 | $6.5M | 195k | 33.62 |
| 2019-12-31 | $10M | 212k | 47.56 |
| 2019-09-30 | $9.4M | 225k | 41.83 |
| 2019-06-30 | $11M | 268k | 40.19 |
| 2019-03-31 | $14M | 326k | 42.76 |
| 2018-12-31 | $15M | 361k | 41.53 |
| 2018-09-30 | $23M | 464k | 49.15 |
| 2018-06-30 | $23M | 455k | 51.10 |
| 2018-03-31 | $29M | 557k | 52.22 |
| 2017-12-31 | $29M | 561k | 51.37 |
| 2017-09-30 | $23M | 516k | 43.74 |
| 2017-06-30 | $21M | 493k | 42.96 |
| 2017-03-31 | $18M | 432k | 40.81 |
| 2016-12-31 | $17M | 419k | 39.47 |
| 2016-09-30 | $5.4M | 214k | 25.31 |
| 2016-06-30 | $5.4M | 214k | 25.31 |
| 2016-03-31 | $241k | 8.6k | 28.05 |
| 2015-12-31 | $280k | 8.5k | 32.89 |
| 2015-09-30 | $230k | 8.1k | 28.58 |
| 2015-06-30 | $339k | 10k | 32.69 |
| 2015-03-31 | $312k | 10k | 30.40 |
| 2014-12-31 | $273k | 9.1k | 30.16 |