Charles Schwab Corporation shares owned by Leonard Rickey Investment Advisors P
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Leonard Rickey Investment Advisors P
from 13F filings
Historical chart of Leonard Rickey Investment Advisors P investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Leonard Rickey Investment Advisors P
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $910k | 9.5k | 95.47 |
| 2025-06-30 | $822k | 9.0k | 91.24 |
| 2025-03-31 | $659k | 8.6k | 76.92 |
| 2024-12-31 | $754k | 10k | 74.01 |
| 2024-09-30 | $537k | 8.3k | 64.81 |
| 2024-06-30 | $618k | 8.4k | 73.69 |
| 2024-03-31 | $483k | 6.7k | 72.34 |
| 2023-12-31 | $388k | 5.6k | 68.80 |
| 2023-09-30 | $299k | 5.5k | 54.90 |
| 2023-06-30 | $269k | 4.7k | 56.69 |
| 2023-03-31 | $203k | 3.9k | 52.38 |
| 2022-12-31 | $271k | 3.3k | 83.25 |
More positions owned by Leonard Rickey Investment Advisors P
View all positions for Leonard Rickey Investment Advisors P