Charles Schwab Corporation shares owned by Burney Co/
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Burney Co/
from 13F filings
Historical chart of Burney Co/ investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Burney Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 227k | 95.47 |
| 2025-06-30 | $16M | 179k | 91.24 |
| 2025-03-31 | $7.0M | 89k | 78.28 |