Charles Schwab Corporation shares owned by Lee Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $171k | 2.5k | 68.81 |
| 2023-09-30 | $144k | 2.6k | 54.90 |
| 2023-06-30 | $148k | 2.6k | 56.67 |
| 2023-03-31 | $127k | 2.4k | 52.38 |
| 2022-12-31 | $124k | 1.5k | 83.26 |
| 2022-09-30 | $105k | 1.5k | 71.58 |
| 2022-06-30 | $93k | 1.5k | 63.11 |
| 2022-03-31 | $120k | 1.4k | 84.21 |
| 2021-12-31 | $120k | 1.4k | 84.21 |
| 2021-09-30 | $104k | 1.4k | 72.98 |
| 2021-06-30 | $104k | 1.4k | 72.98 |
| 2021-03-31 | $93k | 1.4k | 65.26 |
| 2020-12-31 | $40k | 750 | 53.33 |
| 2020-09-30 | $27k | 750 | 36.00 |
| 2020-06-30 | $25k | 750 | 33.33 |
| 2017-06-30 | $4.0k | 100 | 40.00 |
| 2017-03-31 | $4.0k | 100 | 40.00 |
| 2016-12-31 | $4.0k | 100 | 40.00 |