Charles Schwab Corporation shares owned by Ofi Invest Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ofi Invest Asset Management
from 13F filings
Historical chart of Ofi Invest Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ofi Invest Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57M | 699k | 81.25 |
| 2025-06-30 | $751k | 9.7k | 77.73 |
| 2025-03-31 | $2.6M | 37k | 72.47 |
| 2024-12-31 | $2.0M | 28k | 71.47 |
| 2024-06-30 | $1.9M | 27k | 68.76 |
| 2023-09-30 | $15M | 297k | 51.85 |
| 2023-03-31 | $292M | 15M | 19.09 |
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