Charles Schwab Corporation shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 7.9k | 95.47 |
| 2025-06-30 | $632k | 6.9k | 91.24 |
| 2025-03-31 | $542k | 6.9k | 78.28 |
| 2024-12-31 | $505k | 6.8k | 74.01 |
| 2024-09-30 | $442k | 6.8k | 64.81 |
| 2024-06-30 | $647k | 8.8k | 73.69 |
| 2024-03-31 | $495k | 6.8k | 72.34 |
| 2023-09-30 | $378k | 6.9k | 54.90 |
| 2023-06-30 | $416k | 7.3k | 56.68 |
| 2023-03-31 | $384k | 7.3k | 52.38 |
| 2022-12-31 | $614k | 7.4k | 83.26 |
| 2022-09-30 | $530k | 7.4k | 71.90 |
| 2022-06-30 | $487k | 7.7k | 63.17 |
| 2022-03-31 | $650k | 7.7k | 84.32 |
| 2021-12-31 | $558k | 7.7k | 72.90 |
| 2021-09-30 | $558k | 7.7k | 72.90 |
| 2021-06-30 | $555k | 7.6k | 72.83 |
| 2021-03-31 | $500k | 7.7k | 65.14 |
| 2020-12-31 | $406k | 7.7k | 53.07 |
| 2020-09-30 | $281k | 7.8k | 36.25 |
| 2020-06-30 | $275k | 8.2k | 33.74 |
| 2020-03-31 | $301k | 9.0k | 33.63 |
| 2019-12-31 | $428k | 9.0k | 47.55 |
| 2019-09-30 | $377k | 9.0k | 41.88 |
| 2019-06-30 | $365k | 9.1k | 40.14 |
| 2019-03-31 | $389k | 9.1k | 42.78 |
| 2018-12-31 | $378k | 9.1k | 41.57 |
| 2018-09-30 | $442k | 9.0k | 49.16 |
| 2018-06-30 | $456k | 8.9k | 51.10 |
| 2018-03-31 | $396k | 7.6k | 52.19 |
| 2017-12-31 | $418k | 8.1k | 51.41 |
| 2017-09-30 | $345k | 7.9k | 43.74 |
| 2017-06-30 | $339k | 7.9k | 42.98 |
| 2017-03-31 | $322k | 7.9k | 40.83 |
| 2016-12-31 | $316k | 8.0k | 39.42 |
| 2016-09-30 | $253k | 8.0k | 31.56 |
| 2016-06-30 | $203k | 8.0k | 25.32 |
| 2016-03-31 | $231k | 8.2k | 28.02 |
| 2015-12-31 | $271k | 8.2k | 32.88 |
| 2015-09-30 | $235k | 8.2k | 28.51 |
| 2015-06-30 | $269k | 8.2k | 32.63 |
| 2015-03-31 | $251k | 8.2k | 30.45 |
| 2014-12-31 | $240k | 7.9k | 30.22 |
| 2014-09-30 | $233k | 7.9k | 29.33 |
| 2014-06-30 | $214k | 7.9k | 26.94 |
| 2014-03-31 | $225k | 8.2k | 27.35 |
| 2013-12-31 | $214k | 8.2k | 26.01 |
| 2011-12-31 | $138k | 12k | 11.25 |