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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Quarterly reported holdings in Charles Schwab Corporation by Optas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $547k | 5.7k | 95.47 |
| 2025-06-30 | $494k | 5.4k | 91.24 |
| 2025-03-31 | $418k | 5.3k | 78.28 |
| 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 |