Charles Schwab Corporation shares owned by O'rourke & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by O'rourke & Company
from 13F filings
Historical chart of O'rourke & Company investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by O'rourke & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $996k | 13k | 78.28 |
| 2024-12-31 | $959k | 13k | 74.01 |
| 2024-09-30 | $831k | 13k | 64.81 |
| 2024-06-30 | $947k | 13k | 73.66 |
| 2024-03-31 | $958k | 13k | 72.34 |
| 2023-12-31 | $841k | 12k | 68.79 |
| 2023-09-30 | $529k | 9.6k | 54.94 |
| 2023-06-30 | $468k | 8.3k | 56.62 |