Charles Schwab Corporation shares owned by Oppenheimer & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oppenheimer & Co
from 13F filings
Historical chart of Oppenheimer & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Oppenheimer & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 85k | 95.47 |
| 2025-06-30 | $7.9M | 87k | 91.24 |
| 2025-03-31 | $7.0M | 90k | 78.28 |
| 2024-12-31 | $6.8M | 92k | 74.01 |
| 2024-09-30 | $6.5M | 100k | 64.81 |
| 2024-03-31 | $11M | 151k | 72.34 |
| 2023-09-30 | $8.8M | 161k | 54.90 |
| 2023-06-30 | $9.3M | 165k | 56.68 |
| 2023-03-31 | $8.4M | 161k | 52.38 |
| 2022-12-31 | $7.7M | 93k | 83.26 |
| 2022-09-30 | $6.0M | 83k | 71.87 |
| 2022-06-30 | $5.4M | 86k | 63.18 |
| 2022-03-31 | $7.0M | 84k | 84.32 |
| 2021-12-31 | $7.2M | 86k | 84.10 |
| 2021-09-30 | $6.6M | 91k | 72.84 |
| 2021-06-30 | $6.8M | 93k | 72.81 |
| 2021-03-31 | $7.0M | 108k | 65.18 |
| 2020-12-31 | $4.8M | 90k | 53.03 |
| 2020-09-30 | $4.2M | 115k | 36.23 |
| 2020-06-30 | $5.7M | 168k | 33.74 |
| 2020-03-31 | $5.6M | 165k | 33.62 |
| 2019-12-31 | $5.6M | 117k | 47.56 |
| 2019-09-30 | $3.5M | 85k | 41.83 |
| 2019-06-30 | $2.0M | 50k | 40.20 |
| 2019-03-31 | $1.9M | 44k | 42.75 |
| 2018-12-31 | $310k | 7.5k | 41.59 |
| 2018-09-30 | $448k | 9.1k | 49.12 |
| 2018-06-30 | $418k | 8.2k | 51.08 |
| 2018-03-31 | $404k | 7.7k | 52.22 |
| 2017-12-31 | $772k | 15k | 51.35 |
| 2017-09-30 | $241k | 5.5k | 43.69 |
| 2017-06-30 | $316k | 7.4k | 42.88 |
| 2017-03-31 | $291k | 7.1k | 40.73 |
| 2016-12-31 | $202k | 5.1k | 39.33 |
| 2016-03-31 | $590k | 21k | 28.02 |
| 2015-12-31 | $1.3M | 39k | 32.91 |
| 2015-09-30 | $905k | 32k | 28.56 |
| 2015-06-30 | $1.1M | 34k | 32.63 |
| 2015-03-31 | $433k | 14k | 30.44 |
| 2014-12-31 | $200k | 6.6k | 30.21 |
| 2013-12-31 | $430k | 17k | 26.02 |
| 2013-09-30 | $783k | 37k | 21.14 |
| 2012-12-31 | $227k | 18k | 12.92 |
| 2012-06-30 | $272k | 21k | 12.91 |
| 2012-03-31 | $334k | 23k | 14.35 |
| 2011-12-31 | $200k | 18k | 11.24 |
| 2011-09-30 | $219k | 19k | 11.28 |
| 2011-03-31 | $303k | 17k | 18.04 |