Charles Schwab Corporation shares owned by Lee Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lee Capital Management
from 13F filings
Historical chart of Lee Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Lee Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Lee Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $2.7M | 52k | 52.21 |
| 2016-12-31 | $618k | 16k | 39.45 |