Charles Schwab Corporation shares owned by Liontrust Investment Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Liontrust Investment Partners
from 13F filings
Historical chart of Liontrust Investment Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Liontrust Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $137M | 1.4M | 95.47 |
| 2025-06-30 | $138M | 1.5M | 91.24 |
| 2025-03-31 | $126M | 1.6M | 78.28 |
| 2024-12-31 | $123M | 1.7M | 74.01 |
| 2024-09-30 | $127M | 1.7M | 73.69 |
| 2024-06-30 | $127M | 1.7M | 73.69 |
| 2024-03-31 | $127M | 1.8M | 72.34 |
| 2023-09-30 | $148M | 2.7M | 54.90 |
| 2023-06-30 | $129M | 2.3M | 56.68 |
| 2023-03-31 | $124M | 2.4M | 52.38 |
| 2022-12-31 | $190M | 2.3M | 83.26 |
| 2022-09-30 | $182M | 2.5M | 71.87 |
| 2022-06-30 | $166M | 2.6M | 63.18 |
| 2022-03-31 | $177M | 2.1M | 84.31 |
| 2021-12-31 | $174M | 2.1M | 84.10 |
| 2021-09-30 | $138M | 1.9M | 72.84 |
| 2020-12-31 | $151M | 2.8M | 53.04 |
More positions owned by Liontrust Investment Partners
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