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Charles Schwab Corporation shares owned by Lee, Danner & Bass

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lee, Danner & Bass from 13F filings

Historical chart of Lee, Danner & Bass investment in Charles Schwab Corporation

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Quarterly reported holdings in Charles Schwab Corporation by Lee, Danner & Bass

Quarter filed Position value Share count Share price at filing
2025-09-30 $708k 7.4k 95.47
2024-12-31 $101k 1.4k 74.02

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Hca Healthcare Stock (HCA)
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Microsoft Corporation Stock (MSFT)
Amazon.com Stock (AMZN)
United Rentals Stock (URI)
Goldman Sachs Group Stock (GS)
Accenture Plc Class A Stock (ACN)
Rtx Corporation Stock (RTX)
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Visa Inc. Class A Stock (V)
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Lowe's Companies Stock (LOW)

View all positions for Lee, Danner & Bass

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation