Charles Schwab Corporation shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $694k | 13k | 54.93 |
| 2023-06-30 | $953k | 17k | 56.67 |
| 2023-03-31 | $591k | 11k | 52.38 |
| 2022-12-31 | $1.0M | 12k | 83.28 |
| 2022-09-30 | $873k | 12k | 71.87 |
| 2022-06-30 | $813k | 13k | 63.18 |
| 2022-03-31 | $1.1M | 14k | 84.29 |
| 2021-12-31 | $1.1M | 13k | 84.11 |
| 2021-09-30 | $940k | 13k | 72.88 |
| 2021-06-30 | $616k | 8.2k | 75.46 |
| 2021-03-31 | $517k | 7.9k | 65.24 |
| 2020-12-31 | $407k | 7.7k | 53.07 |
| 2019-12-31 | $261k | 5.5k | 47.48 |
| 2019-09-30 | $214k | 5.1k | 41.89 |
| 2018-09-30 | $212k | 4.3k | 49.06 |
| 2018-06-30 | $383k | 7.5k | 51.06 |
| 2018-03-31 | $399k | 7.6k | 52.25 |
| 2017-12-31 | $448k | 8.7k | 51.33 |
More positions owned by Lake Street Advisors Group
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