Charles Schwab Corporation shares owned by James Investment Research
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $334k | 5.2k | 64.81 |
| 2024-06-30 | $380k | 5.2k | 73.69 |
| 2024-03-31 | $373k | 5.2k | 72.34 |
| 2023-12-31 | $3.1M | 45k | 68.80 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $1.0M | 18k | 56.68 |
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