SCHW THE CHARLES SCHWAB CORPORATI

Ownership history in OSSIAM  ·  25 quarters on record

This page tracks every 13F SEC filing in which OSSIAM reported a position in THE CHARLES SCHWAB CORPORATI (SCHW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.82% (2024 Q3)
Avg. % of fund
0.38%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 267,750 -161,764 -37.7% 0.33% $25.6M $94.88
2025 Q2 REDUCED 429,514 -918,685 -68.1% 0.44% $39.2M $90.42
2025 Q1 ADDED 1,348,199 +454,776 +50.9% 1.47% $105.5M $77.33
2024 Q4 REDUCED 893,423 -1,356,081 -60.3% 1.14% $66.1M $72.87
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHW price (monthly, adj. close)
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