Charles Schwab Corporation shares owned by Richard Bernstein Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Richard Bernstein Advisors
from 13F filings
Historical chart of Richard Bernstein Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Richard Bernstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.4M | 15k | 93.98 |
| 2023-03-31 | $984k | 19k | 52.38 |
| 2022-12-31 | $1.6M | 19k | 83.26 |
| 2022-09-30 | $1.4M | 19k | 71.87 |
| 2022-06-30 | $1.7M | 27k | 63.18 |
| 2022-03-31 | $2.3M | 27k | 84.33 |
| 2021-12-31 | $2.3M | 27k | 84.11 |
| 2021-09-30 | $2.0M | 27k | 72.82 |
| 2021-06-30 | $1.8M | 24k | 72.80 |
| 2021-03-31 | $770k | 12k | 65.19 |
| 2020-12-31 | $626k | 12k | 53.00 |
| 2020-09-30 | $428k | 12k | 36.24 |
| 2020-06-30 | $398k | 12k | 33.70 |
| 2020-03-31 | $818k | 24k | 33.59 |
| 2019-12-31 | $1.2M | 24k | 47.56 |
| 2019-09-30 | $3.1M | 74k | 41.82 |
| 2019-06-30 | $3.0M | 74k | 40.18 |
| 2019-03-31 | $3.1M | 74k | 42.75 |
| 2018-12-31 | $3.1M | 74k | 41.52 |
| 2018-09-30 | $3.6M | 74k | 49.15 |
| 2018-06-30 | $3.8M | 74k | 51.10 |
| 2018-03-31 | $8.5M | 163k | 52.22 |
| 2017-12-31 | $8.4M | 163k | 51.37 |
| 2017-09-30 | $6.8M | 155k | 43.74 |
| 2017-06-30 | $6.7M | 155k | 42.96 |
| 2017-03-31 | $6.3M | 155k | 40.81 |
| 2016-12-31 | $6.1M | 155k | 39.47 |
| 2016-09-30 | $4.9M | 155k | 31.57 |
| 2016-06-30 | $2.1M | 83k | 25.31 |
| 2016-03-31 | $2.3M | 83k | 28.02 |
More positions owned by Richard Bernstein Advisors
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