Charles Schwab Corporation shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 219k | 95.47 |
| 2025-06-30 | $20M | 220k | 91.24 |
| 2025-03-31 | $17M | 222k | 78.28 |
| 2024-12-31 | $16M | 220k | 74.01 |
| 2024-09-30 | $15M | 223k | 64.81 |
| 2024-06-30 | $16M | 218k | 73.69 |
| 2024-03-31 | $16M | 217k | 72.34 |
| 2023-12-31 | $14M | 206k | 68.80 |
| 2023-09-30 | $11M | 198k | 54.90 |
| 2023-06-30 | $11M | 195k | 56.68 |
| 2023-03-31 | $9.8M | 187k | 52.38 |
| 2022-12-31 | $15M | 182k | 83.26 |
| 2022-09-30 | $13M | 183k | 71.87 |
| 2022-06-30 | $11M | 180k | 63.18 |
| 2022-03-31 | $15M | 176k | 84.31 |
| 2021-12-31 | $14M | 171k | 84.10 |
| 2021-09-30 | $13M | 175k | 72.84 |
| 2021-06-30 | $12M | 166k | 72.81 |
| 2021-03-31 | $12M | 182k | 65.18 |
| 2020-12-31 | $9.5M | 178k | 53.04 |
| 2020-09-30 | $6.3M | 173k | 36.23 |
| 2020-06-30 | $6.1M | 181k | 33.74 |
| 2020-03-31 | $3.2M | 96k | 33.62 |
| 2019-12-31 | $3.7M | 77k | 47.56 |