Charles Schwab Corporation shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.7M | 177k | 54.90 |
| 2023-06-30 | $10M | 182k | 56.68 |
| 2023-03-31 | $9.7M | 184k | 52.38 |
| 2022-12-31 | $16M | 188k | 83.26 |
| 2022-09-30 | $18M | 246k | 71.87 |
| 2022-06-30 | $15M | 242k | 63.18 |
| 2022-03-31 | $24M | 281k | 84.31 |
| 2021-12-31 | $31M | 368k | 84.10 |
| 2021-09-30 | $32M | 434k | 72.84 |
| 2021-06-30 | $27M | 365k | 72.81 |
| 2021-03-31 | $23M | 360k | 65.18 |
| 2020-12-31 | $18M | 335k | 53.04 |
| 2020-09-30 | $19M | 525k | 36.23 |
| 2020-06-30 | $9.9M | 295k | 33.74 |
| 2020-03-31 | $3.3M | 98k | 33.62 |
| 2019-12-31 | $4.5M | 95k | 47.56 |
| 2019-09-30 | $3.5M | 85k | 41.82 |
| 2019-06-30 | $3.1M | 77k | 40.19 |
| 2019-03-31 | $3.4M | 79k | 42.76 |
| 2018-12-31 | $3.2M | 76k | 41.53 |
| 2013-03-31 | $1.4M | 84k | 16.96 |