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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Quarterly reported holdings in Charles Schwab Corporation by Lindbrook Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $904k | 12k | 78.28 |
| 2024-12-31 | $862k | 12k | 74.01 |
| 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 |