Charles Schwab Corporation shares owned by E.S. Barr & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by E.S. Barr & Company
from 13F filings
Historical chart of E.S. Barr & Company investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by E.S. Barr & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 764k | 95.47 |
| 2025-06-30 | $72M | 785k | 91.24 |
| 2025-03-31 | $62M | 795k | 78.28 |
| 2024-12-31 | $59M | 798k | 74.01 |
| 2024-09-30 | $52M | 799k | 64.81 |
| 2024-06-30 | $59M | 795k | 73.69 |
| 2024-03-31 | $58M | 800k | 72.34 |
| 2023-12-31 | $49M | 709k | 68.80 |
| 2023-09-30 | $39M | 715k | 54.90 |
| 2023-06-30 | $40M | 697k | 56.68 |
| 2023-03-31 | $34M | 647k | 52.38 |
| 2022-12-31 | $54M | 650k | 83.26 |
| 2022-09-30 | $37M | 514k | 71.87 |
| 2022-06-30 | $33M | 514k | 63.18 |
| 2022-03-31 | $39M | 465k | 84.31 |
| 2021-12-31 | $47M | 558k | 84.10 |
| 2021-09-30 | $42M | 575k | 72.84 |
| 2021-06-30 | $43M | 593k | 72.81 |
| 2021-03-31 | $40M | 617k | 65.18 |
| 2020-12-31 | $33M | 628k | 53.04 |
| 2020-09-30 | $23M | 642k | 36.23 |
| 2020-06-30 | $22M | 645k | 33.74 |
| 2020-03-31 | $22M | 665k | 33.62 |
| 2019-12-31 | $31M | 656k | 47.56 |
| 2019-09-30 | $29M | 685k | 41.83 |
| 2019-06-30 | $25M | 632k | 40.19 |
| 2019-03-31 | $22M | 521k | 42.76 |
| 2018-12-31 | $19M | 449k | 41.53 |
| 2014-06-30 | $264k | 9.8k | 26.94 |
| 2014-03-31 | $290k | 11k | 27.36 |
| 2013-12-31 | $389k | 15k | 26.02 |
| 2013-09-30 | $318k | 15k | 21.13 |
| 2013-06-30 | $330k | 16k | 21.22 |
| 2013-03-31 | $491k | 28k | 17.69 |
| 2012-12-31 | $404k | 28k | 14.35 |
| 2012-09-30 | $411k | 32k | 12.78 |
| 2012-03-31 | $369k | 26k | 14.39 |
| 2011-12-31 | $289k | 26k | 11.27 |
| 2011-09-30 | $464k | 41k | 11.28 |