Charles Schwab Corporation shares owned by Lazari Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lazari Capital Management
from 13F filings
Historical chart of Lazari Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Lazari Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Lazari Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $573k | 8.8k | 64.81 |
2024-06-30 | $678k | 9.2k | 73.69 |
2024-03-31 | $690k | 9.5k | 72.34 |
2023-12-31 | $656k | 9.5k | 68.80 |
2023-09-30 | $467k | 8.5k | 54.90 |
2023-06-30 | $288k | 5.1k | 56.68 |