Charles Schwab Corporation shares owned by Lountzis Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lountzis Asset Management
from 13F filings
Historical chart of Lountzis Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lountzis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $483k | 5.1k | 95.47 |
| 2025-06-30 | $471k | 5.2k | 91.24 |
| 2025-03-31 | $414k | 5.2k | 80.18 |
| 2024-12-31 | $675k | 9.1k | 74.01 |
| 2024-09-30 | $599k | 9.2k | 64.81 |
| 2024-06-30 | $591k | 8.0k | 73.69 |
| 2024-03-31 | $580k | 8.0k | 72.34 |
| 2023-12-31 | $552k | 8.0k | 68.80 |
| 2023-09-30 | $440k | 8.0k | 54.87 |
| 2023-06-30 | $497k | 8.0k | 61.98 |
| 2023-03-31 | $420k | 8.0k | 52.38 |