Charles Schwab Corporation shares owned by Great Lakes Retirement
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Great Lakes Retirement
from 13F filings
Historical chart of Great Lakes Retirement investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Great Lakes Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 147k | 95.47 |
| 2025-06-30 | $13M | 147k | 91.24 |
| 2025-03-31 | $11M | 145k | 78.28 |
| 2024-12-31 | $11M | 142k | 74.01 |
| 2024-09-30 | $9.2M | 143k | 64.81 |
| 2024-06-30 | $10M | 135k | 73.69 |
| 2024-03-31 | $9.2M | 127k | 72.34 |
| 2023-12-31 | $9.1M | 132k | 68.80 |
| 2023-09-30 | $6.6M | 120k | 54.90 |
| 2023-06-30 | $6.4M | 112k | 56.68 |
| 2023-03-31 | $552k | 11k | 52.38 |
| 2022-12-31 | $806k | 9.7k | 83.26 |
| 2020-03-31 | $280k | 8.3k | 33.79 |
| 2019-12-31 | $403k | 8.4k | 47.81 |