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Charles Schwab Corporation shares owned by Crown Oak Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Crown Oak Advisors from 13F filings

Historical chart of Crown Oak Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Crown Oak Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Crown Oak Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 455k 68.80

More positions owned by Crown Oak Advisors

Charles Schwab Corporation (SCHW)
Visa Com Cl A (V)
Church & Dwight (CHD)
Gartner (IT)
Rollins (ROL)
Deere & Company (DE)
Nordson Corporation (NDSN)
Heico Corp Cl A (HEI.A)
Watsco, Incorporated (WSO)
Keysight Technologies (KEYS)
Siteone Landscape Supply (SITE)
Copart (CPRT)
Broadridge Financial Solutions (BR)
Mettler-Toledo International (MTD)
Moody's Corporation (MCO)

View all positions for Crown Oak Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Harris Associates L.P
Bank of America Corporation
Franklin Resources
Fisher Investments
Alliancebernstein
Flossbach Von Storch
Northern Trust

View all funds holding Charles Schwab Corporation