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Charles Schwab Corporation shares owned by Sullivan, Bruyette, Speros & Blaney

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sullivan, Bruyette, Speros & Blaney from 13F filings

Historical chart of Sullivan, Bruyette, Speros & Blaney investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Sullivan, Bruyette, Speros & Blaney consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Sullivan, Bruyette, Speros & Blaney

Quarter filed Position value Share count Share price at filing
2021-03-31 $274k 4.2k 65.11
2020-12-31 $223k 4.2k 52.99
2020-09-30 $107k 2.9k 36.37
2020-03-31 $107k 3.2k 33.78
2019-12-31 $332k 7.0k 47.56
2019-09-30 $291k 7.0k 41.87
2019-06-30 $279k 7.0k 40.14
2019-03-31 $291k 6.8k 42.74