Charles Schwab Corporation shares owned by Oakmont Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0M | 40k | 74.01 |
| 2024-09-30 | $2.6M | 41k | 64.81 |
| 2024-06-30 | $3.2M | 44k | 73.69 |
| 2024-03-31 | $3.1M | 43k | 72.34 |
| 2023-12-31 | $1.4M | 21k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $1.4M | 24k | 56.68 |
| 2023-03-31 | $6.3M | 120k | 52.38 |
| 2022-12-31 | $1.4M | 17k | 83.26 |
| 2022-09-30 | $1.0M | 14k | 71.83 |
| 2022-03-31 | $1.9M | 23k | 84.29 |
| 2019-03-31 | $221k | 5.2k | 42.90 |
| 2018-12-31 | $551k | 12k | 47.53 |
| 2018-09-30 | $569k | 12k | 49.11 |
| 2018-06-30 | $735k | 14k | 51.11 |