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 csvQuarterly 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 |