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Charles Schwab Corporation shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 2.0k 99.89
2023-12-31 $2.2M 32k 68.80
2023-09-30 $1.6M 29k 54.90
2023-06-30 $1.6M 29k 56.68
2023-03-31 $1.1M 20k 52.38
2022-12-31 $214k 2.6k 83.26

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Northern Trust
Viking Global Investors
Invesco

View all funds holding Charles Schwab Corporation