Charles Schwab Corporation shares owned by Lafayette Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lafayette Investments
from 13F filings
Historical chart of Lafayette Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lafayette Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 98k | 64.81 |
| 2024-06-30 | $7.1M | 97k | 73.69 |
| 2024-03-31 | $7.0M | 97k | 72.34 |
| 2023-12-31 | $6.6M | 96k | 68.80 |
| 2023-09-30 | $5.2M | 94k | 54.90 |
| 2023-06-30 | $5.8M | 102k | 56.68 |
| 2023-03-31 | $4.9M | 94k | 52.38 |
| 2022-12-31 | $8.3M | 99k | 83.26 |
| 2022-09-30 | $7.1M | 99k | 71.87 |
| 2022-06-30 | $6.2M | 98k | 63.18 |
| 2022-03-31 | $8.0M | 95k | 84.31 |
| 2021-12-31 | $8.2M | 97k | 84.10 |
| 2021-09-30 | $7.1M | 97k | 72.85 |
| 2021-06-30 | $7.0M | 96k | 72.81 |
| 2021-03-31 | $6.3M | 97k | 65.18 |
| 2020-12-31 | $5.6M | 105k | 53.04 |
| 2020-09-30 | $299k | 8.3k | 36.24 |