Charles Schwab Corporation shares owned by Burke & Herbert Bank & Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Burke & Herbert Bank & Trust
from 13F filings
Historical chart of Burke & Herbert Bank & Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Burke & Herbert Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 5.3k | 95.47 |
| 2025-06-30 | $484k | 5.3k | 91.24 |
| 2025-03-31 | $415k | 5.3k | 78.28 |
| 2024-12-31 | $392k | 5.3k | 74.01 |
| 2024-09-30 | $344k | 5.3k | 64.81 |
| 2024-06-30 | $391k | 5.3k | 73.69 |
| 2024-03-31 | $383k | 5.3k | 72.34 |
| 2023-12-31 | $365k | 5.3k | 68.80 |
| 2023-09-30 | $291k | 5.3k | 54.90 |
| 2023-06-30 | $300k | 5.3k | 56.68 |
| 2023-03-31 | $278k | 5.3k | 52.38 |
| 2022-12-31 | $441k | 5.3k | 83.21 |
| 2022-09-30 | $381k | 5.3k | 71.89 |
| 2022-06-30 | $335k | 5.3k | 63.21 |
| 2022-03-31 | $447k | 5.3k | 84.34 |
| 2021-12-31 | $446k | 5.3k | 84.15 |
| 2021-09-30 | $677k | 9.3k | 72.80 |
| 2021-06-30 | $677k | 9.3k | 72.80 |
| 2021-03-31 | $606k | 9.3k | 65.16 |
| 2020-12-31 | $493k | 9.3k | 53.01 |
| 2020-09-30 | $337k | 9.3k | 36.24 |
| 2020-06-30 | $246k | 7.3k | 33.70 |
| 2020-03-31 | $245k | 7.3k | 33.56 |
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