Charles Schwab Corporation shares owned by Lawrence Kelly & Associates, Incorporated
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lawrence Kelly & Associates, Incorporated
from 13F filings
Historical chart of Lawrence Kelly & Associates, Incorporated investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lawrence Kelly & Associates, Incorporated
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $937k | 17k | 54.90 |
| 2023-06-30 | $921k | 17k | 53.93 |
| 2023-03-31 | $894k | 17k | 52.38 |
| 2022-12-31 | $1.4M | 17k | 83.26 |
| 2022-09-30 | $1.2M | 17k | 71.86 |
| 2022-06-30 | $1.1M | 17k | 63.19 |
| 2022-03-31 | $1.5M | 17k | 84.28 |
| 2021-12-31 | $1.5M | 17k | 84.09 |
| 2021-09-30 | $1.3M | 17k | 72.83 |
| 2021-06-30 | $1.3M | 17k | 72.83 |
| 2021-03-31 | $1.1M | 18k | 65.15 |
| 2020-12-31 | $847k | 16k | 53.02 |
| 2020-09-30 | $673k | 19k | 36.25 |
| 2020-06-30 | $626k | 19k | 33.75 |
| 2020-03-31 | $624k | 19k | 33.62 |
| 2019-12-31 | $883k | 19k | 47.57 |
| 2019-09-30 | $777k | 19k | 41.85 |
| 2019-06-30 | $746k | 19k | 40.17 |
| 2019-03-31 | $750k | 18k | 42.73 |
| 2018-12-31 | $730k | 18k | 41.56 |
| 2018-09-30 | $862k | 18k | 49.12 |
| 2018-06-30 | $897k | 18k | 51.11 |
| 2018-03-31 | $920k | 18k | 52.24 |
| 2017-12-31 | $906k | 18k | 51.39 |
| 2017-09-30 | $771k | 18k | 43.74 |
| 2017-06-30 | $759k | 18k | 42.98 |
| 2017-03-31 | $720k | 18k | 40.78 |
| 2016-12-31 | $818k | 21k | 39.48 |
| 2016-09-30 | $659k | 21k | 31.58 |
| 2016-06-30 | $528k | 21k | 25.31 |
| 2016-03-31 | $500k | 18k | 28.00 |
| 2015-12-31 | $588k | 18k | 32.91 |
| 2015-09-30 | $513k | 18k | 28.55 |
| 2015-06-30 | $586k | 18k | 32.63 |
| 2015-03-31 | $546k | 18k | 30.42 |
| 2014-12-31 | $543k | 18k | 30.22 |
| 2014-09-30 | $528k | 18k | 29.42 |
| 2014-06-30 | $484k | 18k | 26.94 |
| 2014-03-31 | $491k | 18k | 27.35 |
| 2013-12-31 | $467k | 18k | 26.01 |
| 2013-09-30 | $379k | 18k | 21.13 |
| 2013-06-30 | $372k | 18k | 21.23 |
| 2013-03-31 | $310k | 18k | 17.72 |
| 2012-12-31 | $251k | 18k | 14.34 |
| 2012-09-30 | $223k | 18k | 12.75 |
| 2012-06-30 | $227k | 18k | 12.96 |
| 2012-03-31 | $251k | 18k | 14.34 |
| 2011-12-31 | $197k | 18k | 11.24 |
| 2011-09-30 | $197k | 18k | 11.24 |
| 2011-06-30 | $288k | 18k | 16.47 |
| 2011-03-31 | $316k | 18k | 18.06 |
| 2010-12-31 | $299k | 18k | 17.10 |
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