Charles Schwab Corporation shares owned by Omega Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Omega Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Omega Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $669k | 9.2k | 72.34 |
2023-12-31 | $637k | 9.3k | 68.80 |
2023-09-30 | $506k | 9.2k | 54.90 |
2023-06-30 | $525k | 9.3k | 56.68 |
2023-03-31 | $481k | 9.2k | 52.38 |
2022-12-31 | $761k | 9.1k | 83.26 |
2022-09-30 | $657k | 9.1k | 71.86 |
2022-06-30 | $576k | 9.1k | 63.22 |
2022-03-31 | $768k | 9.1k | 84.29 |