Charles Schwab Corporation shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $66k | 814 | 81.08 |
| 2021-12-31 | $73k | 863 | 84.59 |
| 2021-09-30 | $58k | 803 | 72.23 |
| 2021-06-30 | $58k | 803 | 72.23 |
| 2021-03-31 | $52k | 801 | 64.92 |
| 2020-12-31 | $42k | 801 | 52.43 |
| 2020-09-30 | $29k | 801 | 36.20 |
| 2020-06-30 | $27k | 801 | 33.71 |
| 2020-03-31 | $36k | 1.1k | 33.71 |
| 2019-12-31 | $42k | 881 | 47.67 |
| 2019-09-30 | $34k | 801 | 42.45 |
| 2019-06-30 | $32k | 801 | 39.95 |
| 2019-03-31 | $34k | 801 | 42.45 |
| 2018-12-31 | $33k | 801 | 41.20 |
| 2018-09-30 | $51k | 1.0k | 49.37 |
| 2018-06-30 | $96k | 1.9k | 51.28 |
| 2018-03-31 | $106k | 2.0k | 52.04 |
| 2017-12-31 | $14k | 278 | 50.36 |
| 2015-12-31 | $9.0k | 261 | 34.48 |
| 2013-12-31 | $7.0k | 266 | 26.32 |