Charles Schwab Corporation shares owned by LCM Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LCM Capital Management
from 13F filings
Historical chart of LCM Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by LCM Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by LCM Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 3.5k | 95.47 |
| 2025-06-30 | $318k | 3.5k | 91.24 |
| 2025-03-31 | $273k | 3.5k | 78.28 |
| 2024-12-31 | $258k | 3.5k | 74.01 |
| 2024-09-30 | $226k | 3.5k | 64.81 |
| 2024-06-30 | $255k | 3.5k | 73.69 |
| 2024-03-31 | $251k | 3.5k | 72.34 |
| 2023-12-31 | $238k | 3.5k | 68.80 |
| 2022-12-31 | $289k | 3.5k | 83.26 |
| 2022-09-30 | $250k | 3.5k | 72.00 |
| 2022-06-30 | $219k | 3.5k | 63.08 |
| 2022-03-31 | $293k | 3.5k | 84.39 |
| 2021-12-31 | $292k | 3.5k | 84.10 |
| 2021-09-30 | $253k | 3.5k | 72.87 |
| 2021-06-30 | $263k | 3.6k | 72.85 |
| 2021-03-31 | $241k | 3.7k | 65.10 |
| 2020-12-31 | $202k | 3.8k | 53.27 |