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Charles Schwab Corporation shares owned by Oak Harvest Investment Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oak Harvest Investment Services from 13F filings

Historical chart of Oak Harvest Investment Services investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Oak Harvest Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Oak Harvest Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 47k 95.47
2025-06-30 $4.1M 45k 91.24
2025-03-31 $3.3M 42k 78.28

More positions owned by Oak Harvest Investment Services

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple Common Stock (AAPL)
JPMorgan Chase & Co. Common Stock (JPM)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Common Stock (MS)
Broadcom Common Stock (AVGO)
Agnico Eagle Mines Common Stock (AEM)
Blackrock Common Stock (BLK)
NVIDIA Corp. Common Stock (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Home Depot Inc./The Common Stock (HD)
Duke Energy Corp Com New (DUK)
Cisco Systems (CSCO)

View all positions for Oak Harvest Investment Services

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation