Charles Schwab Corporation shares owned by Obermeyer Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Obermeyer Asset Management
from 13F filings
Historical chart of Obermeyer Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Obermeyer Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 3.2k | 95.47 |
| 2025-06-30 | $284k | 3.1k | 91.24 |
| 2025-03-31 | $244k | 3.1k | 78.28 |
| 2024-12-31 | $378k | 5.1k | 74.01 |
| 2024-09-30 | $331k | 5.1k | 64.81 |
| 2024-06-30 | $377k | 5.1k | 73.69 |
| 2024-03-31 | $360k | 5.0k | 72.34 |
| 2023-12-31 | $327k | 4.7k | 68.80 |
| 2023-09-30 | $261k | 4.7k | 54.90 |
| 2023-06-30 | $269k | 4.7k | 56.68 |
| 2023-03-31 | $249k | 4.7k | 52.38 |
| 2022-12-31 | $420k | 5.0k | 83.26 |
| 2022-09-30 | $363k | 5.0k | 71.94 |
| 2022-06-30 | $319k | 5.0k | 63.22 |
| 2022-03-31 | $425k | 5.0k | 84.23 |
| 2021-12-31 | $424k | 5.0k | 84.03 |
| 2021-09-30 | $362k | 5.0k | 72.82 |
| 2021-06-30 | $362k | 5.0k | 72.82 |
| 2021-03-31 | $442k | 6.8k | 65.15 |
More positions owned by Obermeyer Asset Management
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