Charles Schwab Corporation shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 2.8k | 95.47 |
| 2025-06-30 | $256k | 2.8k | 91.24 |
| 2025-03-31 | $219k | 2.8k | 78.28 |
| 2024-12-31 | $207k | 2.8k | 74.01 |
| 2024-06-30 | $229k | 3.1k | 73.69 |
| 2024-03-31 | $224k | 3.1k | 72.34 |