Shepherd Street Advisors »

Charles Schwab Corporation shares owned by Shepherd Street Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Shepherd Street Advisors from 13F filings

Historical chart of Shepherd Street Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Shepherd Street Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Shepherd Street Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 18k 99.91