Charles Schwab Corporation shares owned by LS Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LS Investment Advisors
from 13F filings
Historical chart of LS Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by LS Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.8M | 48k | 99.91 |
| 2025-09-30 | $4.6M | 48k | 95.47 |
| 2025-06-30 | $4.2M | 46k | 91.24 |
| 2025-03-31 | $3.5M | 45k | 78.28 |
| 2024-12-31 | $2.4M | 32k | 74.01 |
| 2024-09-30 | $2.1M | 32k | 64.81 |
| 2024-06-30 | $2.8M | 38k | 73.69 |
| 2024-03-31 | $2.7M | 37k | 72.34 |
| 2023-12-31 | $2.3M | 34k | 68.80 |
| 2023-09-30 | $1.8M | 34k | 54.90 |
| 2023-06-30 | $1.9M | 34k | 56.68 |
| 2023-03-31 | $1.6M | 31k | 52.38 |
| 2022-12-31 | $479k | 5.8k | 83.26 |
| 2021-03-31 | $1.7M | 27k | 65.18 |
| 2020-12-31 | $1.5M | 28k | 53.02 |
| 2020-09-30 | $860k | 24k | 36.24 |
| 2020-06-30 | $780k | 23k | 33.72 |
| 2020-03-31 | $773k | 23k | 33.62 |
| 2019-12-31 | $1.4M | 29k | 47.58 |
| 2019-09-30 | $1.1M | 27k | 41.84 |
| 2019-06-30 | $1.1M | 27k | 40.18 |
| 2019-03-31 | $1.2M | 28k | 42.77 |
| 2018-12-31 | $1.2M | 28k | 41.55 |
| 2018-09-30 | $1.1M | 23k | 49.17 |
| 2018-06-30 | $1.2M | 23k | 51.12 |
| 2018-03-31 | $1.2M | 24k | 52.22 |
| 2017-12-31 | $1.2M | 24k | 51.39 |
| 2017-09-30 | $1.0M | 24k | 43.73 |
| 2017-06-30 | $996k | 23k | 42.96 |
| 2017-03-31 | $928k | 23k | 40.81 |
| 2016-12-31 | $844k | 21k | 39.49 |
| 2016-09-30 | $685k | 22k | 31.56 |
| 2016-06-30 | $610k | 24k | 25.31 |
| 2016-03-31 | $672k | 24k | 28.01 |
| 2015-12-31 | $754k | 23k | 32.94 |
| 2015-09-30 | $812k | 28k | 28.55 |
| 2015-06-30 | $881k | 27k | 32.64 |
| 2015-03-31 | $813k | 27k | 30.45 |
| 2014-12-31 | $742k | 25k | 30.18 |
| 2014-09-30 | $673k | 23k | 29.39 |
| 2014-06-30 | $632k | 24k | 26.94 |
| 2014-03-31 | $652k | 24k | 27.31 |
| 2013-12-31 | $376k | 15k | 25.99 |
| 2013-09-30 | $78k | 3.7k | 21.17 |
| 2013-06-30 | $35k | 1.7k | 21.20 |
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