Charles Schwab Corporation shares owned by Bradley, Foster & Sargent
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bradley, Foster & Sargent
from 13F filings
Historical chart of Bradley, Foster & Sargent investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Bradley, Foster & Sargent consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Bradley, Foster & Sargent
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $588k | 7.9k | 74.01 |
| 2024-09-30 | $528k | 8.1k | 64.81 |
| 2024-06-30 | $553k | 7.5k | 73.69 |
| 2024-03-31 | $554k | 7.7k | 72.34 |
| 2023-12-31 | $295k | 4.3k | 68.80 |
| 2023-09-30 | $526k | 9.3k | 56.68 |
| 2023-06-30 | $526k | 9.3k | 56.68 |
| 2022-12-31 | $283k | 3.4k | 83.26 |
| 2022-09-30 | $269k | 3.7k | 71.85 |
| 2022-06-30 | $232k | 3.7k | 63.11 |
| 2022-03-31 | $272k | 3.2k | 84.31 |
| 2021-12-31 | $228k | 2.7k | 84.07 |