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Charles Schwab Corporation shares owned by Lindbrook Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lindbrook Capital from 13F filings

Historical chart of Lindbrook Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Lindbrook Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Lindbrook Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $711k 11k 64.81
2024-06-30 $891k 12k 73.69
2024-03-31 $1.1M 15k 72.34
2023-12-31 $1.1M 16k 68.80
2023-09-30 $969k 18k 54.90
2023-06-30 $963k 17k 56.68
2023-03-31 $464k 8.9k 52.38
2022-12-31 $323k 3.9k 83.26
2022-09-30 $278k 3.9k 71.74
2022-06-30 $173k 2.7k 63.32
2022-03-31 $203k 2.4k 84.44
2021-12-31 $203k 2.4k 84.20
2021-09-30 $68k 939 72.42
2021-06-30 $65k 894 72.71
2021-03-31 $136k 2.1k 65.04
2020-12-31 $103k 1.9k 53.20
2020-09-30 $70k 1.9k 36.44
2020-06-30 $23k 668 34.43
2020-03-31 $30k 879 34.13
2019-12-31 $67k 1.4k 47.22
2019-09-30 $115k 2.8k 41.74
2019-06-30 $123k 3.1k 39.96
2019-03-31 $132k 3.1k 42.76
2018-12-31 $124k 3.0k 41.21