Charles Schwab Corporation shares owned by Btim
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Btim
from 13F filings
Historical chart of Btim investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Btim consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Btim
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 8.7k | 95.47 |
| 2025-06-30 | $791k | 8.7k | 91.24 |
| 2025-03-31 | $522k | 6.7k | 78.28 |
| 2024-12-31 | $493k | 6.7k | 74.01 |
| 2024-09-30 | $424k | 6.5k | 64.81 |
| 2024-06-30 | $482k | 6.5k | 73.69 |
| 2024-03-31 | $481k | 6.7k | 72.34 |
| 2023-12-31 | $458k | 6.7k | 68.80 |
| 2023-09-30 | $361k | 6.6k | 54.90 |
| 2023-06-30 | $373k | 6.6k | 56.68 |
| 2023-03-31 | $414k | 7.9k | 52.38 |
| 2022-12-31 | $467k | 5.6k | 83.26 |
| 2022-09-30 | $403k | 5.6k | 71.78 |
| 2022-06-30 | $335k | 5.3k | 63.15 |
| 2022-03-31 | $444k | 5.3k | 84.25 |
| 2021-12-31 | $443k | 5.3k | 84.06 |
| 2021-09-30 | $384k | 5.3k | 72.87 |
| 2021-06-30 | $384k | 5.3k | 72.87 |
| 2021-03-31 | $343k | 5.3k | 65.09 |
| 2020-12-31 | $280k | 5.3k | 53.13 |
| 2020-03-31 | $206k | 6.1k | 33.66 |
| 2019-12-31 | $330k | 6.9k | 47.59 |
| 2019-09-30 | $284k | 6.8k | 41.89 |
| 2019-06-30 | $299k | 7.4k | 40.24 |
| 2019-03-31 | $318k | 7.4k | 42.80 |
| 2018-12-31 | $311k | 7.5k | 41.47 |
| 2018-09-30 | $369k | 7.5k | 49.09 |
| 2018-06-30 | $384k | 7.5k | 51.08 |
| 2018-03-31 | $505k | 9.7k | 52.17 |
| 2017-12-31 | $433k | 8.4k | 51.36 |
| 2017-09-30 | $369k | 8.4k | 43.77 |
| 2012-03-31 | $150k | 11k | 14.35 |