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 |
|---|---|---|---|
| 2025-09-30 | $42M | 460k | 91.24 |
| 2025-06-30 | $42M | 460k | 91.24 |
| 2025-03-31 | $36M | 457k | 78.28 |
| 2024-12-31 | $34M | 458k | 74.01 |
| 2024-09-30 | $30M | 457k | 64.81 |
| 2024-06-30 | $34M | 457k | 73.69 |
| 2024-03-31 | $33M | 455k | 72.34 |
| 2023-12-31 | $31M | 455k | 68.80 |