Charles Schwab Corporation shares owned by LVW Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 2.8k | 95.47 |
| 2025-06-30 | $241k | 2.6k | 91.24 |
| 2025-03-31 | $209k | 2.7k | 78.28 |
| 2023-03-31 | $290k | 5.5k | 52.38 |
| 2022-12-31 | $557k | 6.7k | 83.26 |
| 2022-09-30 | $478k | 6.6k | 71.90 |
| 2022-06-30 | $379k | 6.0k | 63.22 |
| 2022-03-31 | $508k | 6.0k | 84.23 |
| 2021-12-31 | $576k | 6.9k | 84.09 |
| 2021-09-30 | $446k | 6.1k | 72.89 |
| 2021-06-30 | $226k | 3.1k | 72.72 |
| 2020-06-30 | $352k | 10k | 33.78 |
| 2020-03-31 | $334k | 9.9k | 33.65 |
| 2019-12-31 | $494k | 10k | 47.56 |
| 2019-09-30 | $485k | 12k | 41.79 |
| 2019-06-30 | $466k | 12k | 40.15 |
| 2019-03-31 | $519k | 12k | 42.79 |
| 2018-12-31 | $244k | 5.9k | 41.58 |
| 2018-09-30 | $278k | 5.7k | 49.20 |
| 2018-06-30 | $289k | 5.7k | 51.15 |
| 2018-03-31 | $312k | 6.0k | 52.26 |
| 2017-12-31 | $284k | 5.5k | 51.34 |
| 2017-09-30 | $242k | 5.5k | 43.75 |