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Charles Schwab Corporation shares owned by Sandler O'Neill Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sandler O'Neill Asset Management from 13F filings

Historical chart of Sandler O'Neill Asset Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Sandler O'Neill Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Sandler O'Neill Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 50k 99.91
2025-09-30 $6.0M 63k 95.47
2025-06-30 $4.6M 50k 91.24
2025-03-31 $1.2M 15k 78.28
2022-06-30 $4.7M 75k 63.19
2022-03-31 $5.9M 70k 84.30
2021-12-31 $3.4M 40k 84.12
2021-09-30 $1.8M 25k 72.84
2017-09-30 $7.0M 161k 43.74
2017-03-31 $7.3M 180k 40.81
2016-12-31 $8.9M 225k 39.47
2016-06-30 $3.7M 148k 25.31
2016-03-31 $4.8M 170k 28.02
2015-12-31 $4.3M 130k 32.93
2015-03-31 $3.2M 105k 30.44
2014-12-31 $5.1M 170k 30.19
2014-09-30 $3.0M 101k 29.39