Charles Schwab Corporation shares owned by Lebenthal Global Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lebenthal Global Advisors
from 13F filings
Historical chart of Lebenthal Global Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lebenthal Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 21k | 74.01 |
| 2024-09-30 | $1.1M | 17k | 64.81 |
| 2024-06-30 | $1.2M | 16k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $988k | 14k | 68.80 |
| 2023-09-30 | $699k | 13k | 54.90 |
| 2023-06-30 | $630k | 11k | 56.68 |
| 2021-12-31 | $338k | 4.0k | 83.89 |
| 2021-09-30 | $736k | 10k | 72.82 |
| 2021-06-30 | $724k | 10k | 72.76 |
| 2020-12-31 | $35k | 678 | 51.62 |