Charles Schwab Corporation shares owned by Laffer Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Laffer Investments
from 13F filings
Historical chart of Laffer Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Laffer Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 4.2k | 95.47 |
| 2025-06-30 | $367k | 4.0k | 91.24 |
| 2025-03-31 | $315k | 4.0k | 78.28 |
| 2024-12-31 | $298k | 4.0k | 74.01 |
| 2024-09-30 | $261k | 4.0k | 64.81 |
| 2024-06-30 | $297k | 4.0k | 73.69 |
| 2024-03-31 | $291k | 4.0k | 72.34 |
| 2023-12-31 | $277k | 4.0k | 68.80 |
| 2023-09-30 | $221k | 4.0k | 54.90 |
| 2023-06-30 | $1.0M | 18k | 56.68 |
| 2023-03-31 | $706k | 14k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $907k | 13k | 71.87 |
| 2022-06-30 | $779k | 12k | 63.18 |
| 2022-03-31 | $334k | 4.0k | 84.31 |
| 2021-12-31 | $333k | 4.0k | 84.10 |
| 2021-09-30 | $289k | 4.0k | 72.84 |
| 2021-03-31 | $258k | 4.0k | 65.18 |
| 2020-12-31 | $208k | 4.0k | 52.41 |
| 2020-09-30 | $144k | 4.0k | 36.23 |
| 2020-06-30 | $134k | 4.0k | 33.74 |
| 2019-03-31 | $2.4M | 56k | 42.76 |
| 2018-12-31 | $2.3M | 56k | 41.53 |
| 2018-09-30 | $2.7M | 56k | 49.15 |
| 2018-06-30 | $2.8M | 56k | 51.10 |
| 2018-03-31 | $2.9M | 56k | 52.22 |
| 2017-12-31 | $2.8M | 54k | 51.37 |
| 2017-09-30 | $2.3M | 54k | 43.74 |
| 2017-06-30 | $2.5M | 57k | 42.96 |
| 2017-03-31 | $2.3M | 57k | 40.81 |
| 2016-12-31 | $2.3M | 57k | 39.47 |
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