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Charles Schwab Corporation shares owned by LMR Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by LMR Partners from 13F filings

Historical chart of LMR Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by LMR Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by LMR Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 100k 72.34
2023-09-30 $818k 15k 54.90
2022-09-30 $14M 197k 71.87
2022-06-30 $584k 9.3k 63.14
2021-06-30 $1.5M 20k 72.83
2021-03-31 $429k 6.6k 65.22
2018-06-30 $1.1M 23k 51.11
2018-03-31 $1.3M 26k 51.38
2017-12-31 $1.3M 26k 51.38
2017-09-30 $1.3M 30k 43.84
2017-06-30 $910k 21k 43.00
2016-12-31 $1.1M 28k 39.49
2016-06-30 $1.7M 69k 25.34
2015-06-30 $1.3M 41k 32.62
2014-12-31 $1.0M 34k 30.23
2014-09-30 $5.4M 184k 29.40
2014-06-30 $4.4M 164k 26.94