Charles Schwab Corporation shares owned by Orca Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Orca Investment Management
from 13F filings
Historical chart of Orca Investment Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Orca Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Orca Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $425k | 5.9k | 72.34 |
| 2023-12-31 | $461k | 6.7k | 68.80 |
| 2023-09-30 | $368k | 6.7k | 54.90 |
| 2023-06-30 | $391k | 6.9k | 56.68 |
| 2023-03-31 | $361k | 6.9k | 52.38 |
| 2022-12-31 | $574k | 6.9k | 83.26 |
| 2022-09-30 | $496k | 6.9k | 71.93 |
| 2022-06-30 | $447k | 7.1k | 63.17 |
| 2022-03-31 | $607k | 7.2k | 84.31 |
| 2021-12-31 | $606k | 7.2k | 84.17 |
| 2021-09-30 | $550k | 7.5k | 72.86 |
| 2021-06-30 | $619k | 8.5k | 72.86 |
| 2021-03-31 | $666k | 10k | 65.21 |
| 2020-12-31 | $542k | 10k | 53.07 |
| 2019-09-30 | $471k | 11k | 41.84 |
| 2019-06-30 | $452k | 11k | 40.16 |
| 2019-03-31 | $490k | 12k | 42.77 |
| 2018-12-31 | $476k | 12k | 41.55 |
| 2018-09-30 | $563k | 12k | 49.14 |
| 2018-06-30 | $616k | 12k | 51.12 |
| 2018-03-31 | $646k | 12k | 52.18 |
| 2017-12-31 | $880k | 17k | 51.34 |
| 2017-09-30 | $763k | 17k | 43.75 |
| 2017-06-30 | $749k | 17k | 42.95 |
| 2017-03-31 | $712k | 17k | 40.83 |
| 2016-12-31 | $701k | 18k | 39.48 |
| 2016-09-30 | $573k | 18k | 31.55 |
| 2016-06-30 | $460k | 18k | 25.33 |
| 2016-03-31 | $516k | 18k | 28.01 |
| 2015-12-31 | $607k | 18k | 32.95 |
| 2015-09-30 | $539k | 19k | 28.58 |
| 2015-06-30 | $616k | 19k | 32.66 |
| 2015-03-31 | $574k | 19k | 30.43 |
| 2014-12-31 | $569k | 19k | 30.17 |
| 2014-09-30 | $600k | 20k | 29.38 |
| 2014-06-30 | $550k | 20k | 26.93 |
| 2014-03-31 | $555k | 20k | 27.33 |
| 2013-12-31 | $528k | 20k | 26.00 |
More positions owned by Orca Investment Management
View all positions for Orca Investment Management