Charles Schwab Corporation shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 4.4k | 95.47 |
| 2025-06-30 | $400k | 4.4k | 91.24 |
| 2025-03-31 | $344k | 4.4k | 78.28 |
| 2024-12-31 | $325k | 4.4k | 74.01 |
| 2024-09-30 | $284k | 4.4k | 64.81 |
| 2024-06-30 | $323k | 4.4k | 73.69 |
| 2024-03-31 | $317k | 4.4k | 72.34 |