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Charles Schwab Corporation shares owned by Sherman Asset Management

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

Historical chart of Sherman Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Sherman 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 Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $121k 1.2k 99.91
2025-09-30 $116k 1.2k 95.47
2025-06-30 $111k 1.2k 91.24
2025-03-31 $118k 1.5k 78.28
2024-12-31 $112k 1.5k 74.01

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View all positions for Sherman Asset Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation