Charles Schwab Corporation shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 95.47 |
| 2025-06-30 | $1.9M | 20k | 93.65 |
| 2025-03-31 | $1.6M | 20k | 81.40 |
| 2024-12-31 | $886k | 12k | 74.01 |
| 2024-09-30 | $776k | 12k | 64.81 |
| 2024-06-30 | $888k | 12k | 73.69 |
| 2024-03-31 | $864k | 12k | 72.34 |
| 2023-12-31 | $1.4M | 20k | 68.80 |