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Charles Schwab Corporation shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $810k 8.1k 99.91
2025-09-30 $798k 8.4k 95.47
2025-06-30 $769k 8.4k 91.24
2025-03-31 $727k 9.3k 78.28
2024-12-31 $688k 9.3k 74.01

More positions owned by Oregon Pacific Wealth Management

Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Ea Series Trust Astoria Us Equal (ROE)
Spdr Series Trust State Street Spd (SPLG)
Ishares Core Msci Emkt (IEMG)
Investment Managers Ser Tr I Astoria Real (PPI)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Tr Spdr Bridgewater (ALLW)
Doubleline Etf Trust Mortgage Etf (DMBS)
Tidal Trust I Unlimited Hfgm (HFGM)
Amazon (AMZN)

View all positions for Oregon Pacific Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
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State Street Corporation
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Geode Capital Management
FMR
Franklin Resources
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Northern Trust
Viking Global Investors
Invesco

View all funds holding Charles Schwab Corporation