Charles Schwab Corporation shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $836k | 12k | 72.34 |
| 2023-12-31 | $792k | 12k | 68.80 |
| 2023-09-30 | $629k | 12k | 54.90 |
| 2023-06-30 | $643k | 11k | 56.68 |
| 2023-03-31 | $596k | 11k | 52.38 |
| 2022-12-31 | $921k | 11k | 83.26 |
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