Charles Schwab Corporation shares owned by DLK Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by DLK Investment Management
from 13F filings
Historical chart of DLK Investment Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by DLK Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by DLK Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 57k | 95.47 |
| 2025-06-30 | $5.4M | 59k | 91.24 |
| 2025-03-31 | $4.6M | 59k | 78.28 |
| 2024-12-31 | $4.3M | 59k | 74.01 |
| 2024-09-30 | $3.8M | 59k | 64.81 |
| 2024-06-30 | $4.2M | 57k | 73.69 |
| 2024-03-31 | $4.2M | 58k | 72.34 |
| 2023-12-31 | $4.0M | 58k | 68.80 |