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Charles Schwab Corporation shares owned by Optas

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Optas from 13F filings

Historical chart of Optas investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Optas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Optas

Quarter filed Position value Share count Share price at filing
2024-12-31 $348k 4.7k 74.00
2024-09-30 $243k 3.7k 64.81
2024-06-30 $311k 4.2k 73.69
2024-03-31 $290k 4.0k 72.34
2023-12-31 $267k 3.9k 68.80

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View all positions for Optas

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Harris Associates L.P
Franklin Resources
Morgan Stanley
Massachusetts Financial Services
Fisher Investments
Artisan Partners Limited Partnership
Norges Bank Investment Management

View all funds holding Charles Schwab Corporation