Lument Finance Trust shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Lument Finance Trust (LFT) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Lument Finance Trust
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Quarterly reported holdings in Lument Finance Trust by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 136k | 2.02 |
| 2025-06-30 | $301k | 136k | 2.21 |
| 2025-03-31 | $63k | 24k | 2.61 |
| 2024-12-31 | $62k | 24k | 2.58 |
| 2024-09-30 | $61k | 24k | 2.53 |
| 2024-06-30 | $58k | 24k | 2.40 |
| 2024-03-31 | $60k | 24k | 2.49 |
| 2023-12-31 | $56k | 24k | 2.33 |
| 2023-09-30 | $50k | 24k | 2.08 |
| 2023-06-30 | $46k | 24k | 1.90 |
| 2023-03-31 | $49k | 24k | 2.02 |
| 2022-12-31 | $46k | 24k | 1.90 |
| 2022-09-30 | $52k | 24k | 2.16 |
| 2022-06-30 | $58k | 24k | 2.41 |
| 2022-03-31 | $66k | 24k | 2.75 |
| 2021-03-31 | $47k | 13k | 3.60 |
| 2020-12-31 | $43k | 13k | 3.29 |
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