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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
2024-03-31 $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

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View all positions for O'rourke & Company

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation