Charles Schwab Corporation shares owned by Lakehouse Capital Pty
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lakehouse Capital Pty
from 13F filings
Historical chart of Lakehouse Capital Pty investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lakehouse Capital Pty
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 157k | 95.47 |
| 2025-06-30 | $14M | 157k | 91.24 |
| 2025-03-31 | $12M | 157k | 78.28 |
| 2024-12-31 | $12M | 157k | 74.01 |
| 2024-09-30 | $10M | 157k | 64.81 |
| 2024-06-30 | $12M | 157k | 73.69 |
| 2024-03-31 | $11M | 157k | 72.34 |
| 2023-12-31 | $11M | 157k | 68.80 |
| 2023-09-30 | $8.6M | 157k | 54.90 |
| 2023-06-30 | $8.9M | 157k | 56.68 |
| 2023-03-31 | $8.2M | 157k | 52.38 |
| 2022-12-31 | $8.6M | 104k | 83.26 |
| 2022-09-30 | $1.6M | 23k | 71.85 |
| 2021-12-31 | $5.9k | 71k | 0.08 |
| 2021-09-30 | $5.1k | 71k | 0.07 |
| 2021-06-30 | $5.1k | 71k | 0.07 |
| 2020-12-31 | $14M | 266k | 53.04 |
| 2020-03-31 | $12k | 183k | 0.07 |