Charles Schwab Corporation shares owned by Osterweis Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Osterweis Capital Management
from 13F filings
Historical chart of Osterweis Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Osterweis Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $23k | 226 | 99.91 |
| 2025-03-31 | $1.6k | 20 | 78.30 |
| 2019-12-31 | $34M | 710k | 47.56 |
| 2019-09-30 | $20M | 478k | 41.83 |
More positions owned by Osterweis Capital Management
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