Charles Schwab Corporation shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.8M | 135k | 72.34 |
| 2023-12-31 | $8.4M | 125k | 67.80 |
| 2023-09-30 | $8.0M | 145k | 54.90 |
| 2023-06-30 | $7.6M | 104k | 73.64 |
| 2023-03-31 | $845k | 16k | 52.38 |
| 2022-12-31 | $1.0M | 12k | 83.26 |
| 2022-09-30 | $673k | 9.4k | 71.89 |
| 2022-06-30 | $412k | 6.5k | 63.23 |
| 2022-03-31 | $538k | 6.4k | 84.37 |
| 2021-12-31 | $517k | 6.1k | 84.13 |
| 2021-09-30 | $412k | 5.7k | 72.78 |
| 2021-06-30 | $330k | 4.5k | 72.77 |
| 2021-03-31 | $270k | 4.1k | 65.14 |
| 2020-12-31 | $202k | 3.8k | 53.12 |
| 2020-06-30 | $255k | 7.6k | 33.56 |
| 2020-03-31 | $255k | 7.6k | 33.56 |
| 2019-12-31 | $347k | 7.3k | 47.57 |