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Charles Schwab Corporation shares owned by Oppenheimer Asset Management

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

Historical chart of Oppenheimer Asset Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Oppenheimer 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 Oppenheimer Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 116k 72.34
2023-09-30 $6.6M 120k 54.90
2023-06-30 $6.6M 116k 56.68
2023-03-31 $5.5M 105k 52.38
2022-12-31 $4.9M 58k 83.26
2022-09-30 $4.7M 66k 71.70
2022-06-30 $3.7M 59k 63.18
2022-03-31 $4.5M 53k 84.00
2021-12-31 $5.2M 62k 84.24
2021-09-30 $5.1M 70k 72.82
2021-06-30 $3.7M 50k 72.51
2021-03-31 $3.0M 45k 65.60
2020-12-31 $2.0M 37k 52.73
2020-09-30 $1.5M 42k 35.49
2020-06-30 $1.4M 42k 33.65
2020-03-31 $2.0M 59k 33.62
2019-12-31 $3.5M 75k 47.27
2019-09-30 $4.5M 108k 41.84
2019-06-30 $7.6M 188k 40.19
2019-03-31 $7.1M 165k 42.78
2018-12-31 $7.4M 177k 41.55
2018-09-30 $12M 253k 49.10
2018-06-30 $13M 247k 51.26
2018-03-31 $9.8M 189k 52.22
2017-12-31 $9.0M 206k 43.73
2017-09-30 $9.1M 206k 44.50
2017-06-30 $9.0M 209k 43.02
2017-03-31 $5.4M 132k 40.79