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Charles Schwab Corporation shares owned by Oliver Luxxe Assets

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oliver Luxxe Assets from 13F filings

Historical chart of Oliver Luxxe Assets investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Oliver Luxxe Assets consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Oliver Luxxe Assets

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 36k 72.34
2023-12-31 $2.4M 36k 68.80
2023-09-30 $2.0M 36k 54.90

More positions owned by Oliver Luxxe Assets

Copart (CPRT)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Enterprise Products Partners (EPD)
Alphabet Cap Stk Cl A (GOOGL)
Pulte (PHM)
Merck & Co (MRK)
Citigroup Com New (C)
Ferguson SHS (FERG)
Amazon (AMZN)
Freeport-mcmoran CL B (FCX)
Morgan Stanley Com New (MS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Abbvie (ABBV)
Micron Technology (MU)

View all positions for Oliver Luxxe Assets

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation