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Charles Schwab Corporation shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-03-31 $483k 6.7k 72.34
2023-12-31 $388k 5.6k 68.80
2023-09-30 $299k 5.5k 54.90
2023-06-30 $269k 4.7k 56.69
2023-03-31 $203k 3.9k 52.38
2022-12-31 $271k 3.3k 83.25