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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All positions including Charles Schwab Corporation held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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