SEC 13F Intelligence

Lodestar Investment Counsel LLC/Il / SCHW

Lodestar Investment Counsel LLC/Il’s Schwab Charles Corp Position

Does Lodestar Investment Counsel LLC/Il own Schwab Charles Corp (SCHW)? Yes — 285.0K shares worth $11M (+1.18% of its 13F portfolio) as of Q2 2019, down from 293.2K shares the prior filed quarter.

Position Value
$11M
Q2 2019
Shares
285.0K
% of Portfolio
+1.18%
Quarters Held
3
currently held

Position History SCHW

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $13MQ1 ’19Q2 ’19: $11MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2019285.0K$11M+1.18%
Q1 2019293.2K$13M+1.34%
Q4 2018291.2K$12M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lodestar Investment Counsel LLC/Il’s full portfolio or all institutional holders of SCHW.