Charles Schwab Corporation shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 5.1k | 64.81 |
| 2024-06-30 | $376k | 5.1k | 73.70 |
| 2024-03-31 | $388k | 5.4k | 72.34 |
| 2023-12-31 | $367k | 5.3k | 68.80 |
| 2023-09-30 | $290k | 5.3k | 54.90 |
| 2023-06-30 | $233k | 4.1k | 56.68 |
| 2023-03-31 | $214k | 4.1k | 52.38 |
| 2022-12-31 | $320k | 3.8k | 83.26 |
More positions owned by Lodestar Private Asset Management
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