Charles Schwab Corporation shares owned by OZ Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by OZ Management
from 13F filings
Historical chart of OZ Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by OZ Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $14M | 153k | 93.98 |
| 2025-03-31 | $12M | 153k | 78.28 |
| 2015-09-30 | $173M | 6.1M | 28.56 |
| 2014-12-31 | $3.2M | 104k | 30.19 |
| 2014-09-30 | $3.4M | 117k | 29.39 |
| 2014-06-30 | $3.4M | 126k | 26.93 |
| 2014-03-31 | $4.0M | 148k | 27.34 |
| 2013-12-31 | $6.8M | 262k | 26.00 |
| 2013-09-30 | $4.1M | 192k | 21.15 |
| 2013-06-30 | $427k | 20k | 21.24 |
| 2011-12-31 | $1.8M | 160k | 11.26 |
| 2011-09-30 | $1.8M | 156k | 11.27 |
| 2011-06-30 | $2.3M | 137k | 16.46 |
| 2011-03-31 | $939k | 52k | 18.02 |