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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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All positions including Charles Schwab Corporation held by O'rourke & Company consolidated in one spreadsheet with up to 7 years of data

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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
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