Charles Schwab Corporation shares owned by Oakworth Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 4.8k | 95.47 |
| 2025-06-30 | $234k | 2.6k | 91.24 |
| 2025-03-31 | $177k | 2.3k | 78.28 |
| 2024-12-31 | $167k | 2.3k | 74.01 |
| 2024-09-30 | $146k | 2.3k | 64.81 |
| 2024-06-30 | $175k | 2.4k | 73.69 |
| 2024-03-31 | $97k | 1.3k | 72.34 |
| 2023-12-31 | $93k | 1.3k | 68.80 |
| 2023-09-30 | $66k | 1.2k | 54.90 |
| 2023-06-30 | $68k | 1.2k | 56.68 |
| 2023-03-31 | $63k | 1.2k | 52.38 |
| 2022-12-31 | $100k | 1.2k | 83.26 |
| 2022-09-30 | $88k | 1.2k | 73.33 |
| 2022-06-30 | $76k | 1.2k | 63.33 |
| 2022-03-31 | $100k | 1.2k | 83.33 |
| 2021-12-31 | $100k | 1.2k | 83.33 |
| 2021-09-30 | $88k | 1.2k | 73.33 |
| 2021-06-30 | $88k | 1.2k | 73.33 |
| 2021-03-31 | $80k | 1.2k | 66.67 |
| 2020-12-31 | $64k | 1.2k | 53.33 |
| 2020-09-30 | $44k | 1.2k | 36.67 |
| 2020-06-30 | $40k | 1.2k | 33.33 |
| 2020-03-31 | $40k | 1.2k | 33.33 |
| 2019-12-31 | $56k | 1.2k | 46.67 |
| 2019-09-30 | $52k | 1.2k | 43.33 |
| 2019-06-30 | $106k | 2.6k | 40.39 |
| 2019-03-31 | $52k | 1.2k | 43.33 |
| 2018-12-31 | $48k | 1.2k | 40.00 |
| 2018-09-30 | $60k | 1.2k | 50.00 |
| 2018-06-30 | $60k | 1.2k | 50.00 |
| 2018-03-31 | $68k | 1.2k | 56.67 |
| 2017-12-31 | $60k | 1.2k | 50.00 |
| 2017-09-30 | $14k | 352 | 39.77 |
| 2017-06-30 | $15k | 352 | 42.61 |
| 2017-03-31 | $14k | 352 | 39.77 |
| 2016-12-31 | $14k | 352 | 39.77 |
| 2016-09-30 | $11k | 352 | 31.25 |
| 2016-06-30 | $11k | 352 | 31.25 |
| 2016-03-31 | $10k | 352 | 28.41 |
| 2015-12-31 | $12k | 352 | 34.09 |