Charles Schwab Corporation shares owned by Ocean Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ocean Capital Management
from 13F filings
Historical chart of Ocean Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Ocean Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Ocean Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 4.9k | 95.47 |
| 2025-06-30 | $446k | 4.9k | 91.24 |
| 2025-03-31 | $382k | 4.9k | 78.27 |
| 2024-12-31 | $361k | 4.9k | 74.02 |
| 2024-09-30 | $315k | 4.9k | 64.81 |