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Charles Schwab Corporation shares owned by Lebenthal Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lebenthal Asset Management from 13F filings

Historical chart of Lebenthal Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Lebenthal Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Lebenthal Asset Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $1.6M 40k 40.81
2016-12-31 $1.6M 40k 39.47
2016-09-30 $1.3M 42k 31.56
2016-06-30 $986k 39k 25.32