Charles Schwab Corporation shares owned by Douglas Lane & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Douglas Lane & Associates
from 13F filings
Historical chart of Douglas Lane & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Douglas Lane & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 2.6k | 95.48 |
| 2025-06-30 | $242k | 2.7k | 91.25 |
| 2022-12-31 | $237k | 2.8k | 83.25 |
| 2021-12-31 | $218k | 2.6k | 84.07 |
| 2021-09-30 | $229k | 3.1k | 72.98 |
| 2021-06-30 | $246k | 3.4k | 72.93 |
| 2021-03-31 | $235k | 3.6k | 65.26 |
| 2020-12-31 | $423k | 8.0k | 53.01 |
| 2020-09-30 | $570k | 16k | 36.25 |
| 2020-06-30 | $783k | 23k | 33.73 |
| 2020-03-31 | $1.7M | 51k | 33.63 |
| 2019-12-31 | $17M | 357k | 47.56 |
| 2019-09-30 | $18M | 438k | 41.83 |
| 2019-06-30 | $19M | 472k | 40.19 |
| 2019-03-31 | $20M | 469k | 42.76 |
| 2018-12-31 | $19M | 462k | 41.53 |
| 2018-09-30 | $21M | 419k | 49.15 |
| 2018-06-30 | $21M | 406k | 51.10 |
| 2018-03-31 | $21M | 404k | 52.22 |
| 2017-12-31 | $21M | 403k | 51.37 |
| 2017-09-30 | $18M | 406k | 43.74 |
| 2017-06-30 | $15M | 345k | 42.96 |
| 2017-03-31 | $6.6M | 162k | 40.81 |
| 2016-12-31 | $4.6M | 116k | 39.47 |
| 2016-09-30 | $247k | 7.8k | 31.62 |
| 2016-06-30 | $235k | 9.3k | 25.27 |
| 2016-03-31 | $245k | 8.8k | 28.00 |