Charles Schwab Corporation shares owned by John W. Bristol & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by John W. Bristol & Co
from 13F filings
Historical chart of John W. Bristol & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by John W. Bristol & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $116M | 1.2M | 95.47 |
| 2025-06-30 | $113M | 1.2M | 91.24 |
| 2025-03-31 | $68M | 867k | 78.28 |
| 2024-12-31 | $66M | 886k | 74.01 |
| 2024-09-30 | $59M | 907k | 64.81 |
| 2024-06-30 | $67M | 913k | 73.69 |
| 2024-03-31 | $68M | 933k | 72.34 |
| 2023-12-31 | $64M | 931k | 68.80 |
| 2023-09-30 | $54M | 978k | 54.90 |
| 2023-06-30 | $56M | 993k | 56.68 |
| 2023-03-31 | $52M | 998k | 52.38 |
| 2022-12-31 | $50M | 598k | 83.26 |
| 2022-09-30 | $43M | 596k | 71.87 |