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Charles Schwab Corporation shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $463k 6.4k 72.34
2023-12-31 $454k 6.6k 68.79
2023-09-30 $1.1M 20k 54.89
2023-06-30 $1.2M 20k 56.66
2023-03-31 $568k 11k 52.36
2018-09-30 $242k 4.9k 49.19
2018-06-30 $251k 4.9k 51.02
2018-03-31 $279k 5.4k 52.15
2017-12-31 $275k 5.4k 51.40
2017-09-30 $234k 5.4k 43.74
2017-06-30 $253k 5.9k 42.88
2017-03-31 $237k 5.8k 40.86
2016-12-31 $229k 5.8k 39.48
2016-03-31 $247k 8.8k 27.99
2015-12-31 $1.2M 38k 32.94
2010-06-30 $403k 28k 14.20