Charles Schwab Corporation shares owned by Silver Oak Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Silver Oak Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 7.5k | 95.47 |
| 2025-06-30 | $373k | 4.1k | 91.24 |
| 2025-03-31 | $297k | 3.8k | 77.80 |
| 2023-09-30 | $819k | 15k | 56.68 |
| 2023-06-30 | $819k | 15k | 56.68 |
| 2023-03-31 | $290k | 5.5k | 52.40 |
| 2022-03-31 | $215k | 2.6k | 81.69 |