Charles Schwab Corporation shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 2.2k | 95.57 |
| 2025-06-30 | $186k | 2.0k | 91.40 |
| 2025-03-31 | $176k | 2.2k | 78.40 |
| 2024-12-31 | $155k | 2.1k | 73.81 |
| 2024-09-30 | $141k | 2.2k | 64.83 |
| 2024-06-30 | $526k | 7.1k | 73.65 |
| 2024-03-31 | $526k | 7.3k | 72.38 |
| 2023-12-31 | $920k | 13k | 68.77 |
| 2023-09-30 | $1.1M | 20k | 54.91 |
| 2023-06-30 | $209k | 3.7k | 56.61 |
| 2023-03-31 | $132k | 2.5k | 52.34 |
| 2022-12-31 | $7.0k | 82 | 85.37 |
| 2022-09-30 | $6.0k | 82 | 73.17 |
| 2022-06-30 | $5.0k | 82 | 60.98 |
| 2022-03-31 | $7.0k | 82 | 85.37 |
| 2021-12-31 | $7.0k | 82 | 85.37 |
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