Charles Schwab Corporation shares owned by Oliver Luxxe Assets
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oliver Luxxe Assets
from 13F filings
Historical chart of Oliver Luxxe Assets investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Oliver Luxxe Assets
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 65k | 95.47 |
| 2025-06-30 | $5.6M | 62k | 91.24 |
| 2025-03-31 | $4.7M | 60k | 78.28 |
| 2024-12-31 | $2.4M | 38k | 64.81 |
| 2024-09-30 | $2.4M | 38k | 64.81 |
| 2024-06-30 | $2.7M | 36k | 73.69 |
| 2024-03-31 | $2.6M | 36k | 72.34 |
| 2023-12-31 | $2.4M | 36k | 68.80 |
| 2023-09-30 | $2.0M | 36k | 54.90 |