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Live Oak Bancshares shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 259k 45.50
2023-09-30 $7.4M 256k 28.95
2023-06-30 $6.6M 250k 26.31
2023-03-31 $6.0M 245k 24.37
2022-12-31 $7.4M 244k 30.20
2022-09-30 $7.3M 239k 30.60
2022-06-30 $7.8M 231k 33.89
2022-03-31 $12M 234k 50.89
2021-12-31 $20M 225k 87.29
2021-09-30 $14M 220k 63.63
2021-06-30 $13M 216k 59.00
2021-03-31 $14M 204k 68.49
2020-12-31 $8.8M 185k 47.46
2020-09-30 $4.5M 179k 25.33
2020-06-30 $2.6M 181k 14.51
2020-03-31 $2.1M 166k 12.48
2019-12-31 $3.1M 163k 19.02
2019-09-30 $2.7M 151k 18.10
2019-06-30 $2.6M 150k 17.16
2019-03-31 $2.1M 144k 14.62
2018-12-31 $2.1M 140k 14.82
2018-09-30 $3.8M 141k 26.80
2018-06-30 $4.1M 134k 30.65
2018-03-31 $3.3M 119k 27.80
2017-12-31 $2.9M 123k 23.85
2017-09-30 $2.8M 118k 23.46
2017-06-30 $1.9M 81k 24.20
2017-03-31 $1.3M 62k 21.65
2016-12-31 $1.4M 77k 18.51
2016-09-30 $870k 60k 14.42
2016-06-30 $425k 30k 14.12