Charles Schwab Corporation shares owned by O'Keefe Stevens Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by O'Keefe Stevens Advisory
from 13F filings
Historical chart of O'Keefe Stevens Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by O'Keefe Stevens Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 2.7k | 95.47 |
| 2025-06-30 | $243k | 2.7k | 91.24 |
| 2025-03-31 | $211k | 2.7k | 78.28 |