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Charles Schwab Corporation shares owned by Oarsman Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oarsman Capital from 13F filings

Historical chart of Oarsman Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Oarsman Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Oarsman Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 4.6k 64.81
2024-06-30 $281k 3.8k 73.69
2024-03-31 $276k 3.8k 72.34
2023-12-31 $255k 3.7k 68.80

More positions owned by Oarsman Capital

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Value Etf Etf (VTV)
Schwab International Equity Etf Etf (SCHF)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Fiserv Stock (FI)

View all positions for Oarsman Capital

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation