Charles Schwab Corporation shares owned by LRI Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LRI Investments
from 13F filings
Historical chart of LRI Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by LRI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 3.3k | 95.47 |
| 2025-06-30 | $338k | 3.7k | 91.22 |
| 2025-03-31 | $179k | 2.3k | 78.28 |
| 2024-12-31 | $168k | 2.3k | 74.01 |
| 2024-09-30 | $182k | 2.3k | 80.19 |
| 2024-06-30 | $152k | 2.1k | 73.69 |
| 2024-03-31 | $14k | 186 | 72.34 |