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Charles Schwab Corporation shares owned by Burleson & Company

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Burleson & Company from 13F filings

Historical chart of Burleson & Company investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Burleson & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Burleson & Company

Quarter filed Position value Share count Share price at filing
2022-12-31 $3.6M 43k 83.26
2022-09-30 $3.1M 43k 71.87
2022-06-30 $2.7M 43k 63.19
2022-03-31 $3.6M 43k 84.32
2021-12-31 $3.6M 43k 84.09