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
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Quarterly reported holdings in Charles Schwab Corporation by Bradley, Foster & Sargent
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |