Charles Schwab Corporation shares owned by John G.Ullman & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by John G.Ullman & Associates
from 13F filings
Historical chart of John G.Ullman & Associates investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by John G.Ullman & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by John G.Ullman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.8M | 31k | 92.27 |
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