Charles Schwab Corporation shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 95.47 |
| 2025-06-30 | $917k | 10k | 91.24 |
| 2025-03-31 | $727k | 9.3k | 78.28 |
| 2024-12-31 | $314k | 4.2k | 74.01 |
| 2024-09-30 | $275k | 4.2k | 64.80 |
| 2024-06-30 | $312k | 4.2k | 73.70 |
| 2024-03-31 | $306k | 4.2k | 72.33 |
| 2023-12-31 | $291k | 4.2k | 68.79 |
| 2023-09-30 | $232k | 4.2k | 54.90 |
| 2023-06-30 | $240k | 4.2k | 56.68 |
More positions owned by Oak Harbor Wealth Partners
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