Charles Schwab Corporation shares owned by Lateef Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lateef Investment Management
from 13F filings
Historical chart of Lateef Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lateef Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 161k | 95.47 |
| 2025-06-30 | $15M | 166k | 91.24 |
| 2025-03-31 | $14M | 178k | 78.28 |
| 2024-12-31 | $15M | 196k | 74.01 |
| 2024-09-30 | $13M | 194k | 64.81 |
| 2024-06-30 | $31M | 420k | 73.69 |
| 2024-03-31 | $31M | 433k | 72.34 |
| 2023-12-31 | $13M | 190k | 68.80 |
| 2023-09-30 | $7.1M | 129k | 54.90 |
More positions owned by Lateef Investment Management
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