Schwab Charles Corp

Crown Oak Advisors, LLC SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/20/2026

Shares

459,634

Value ($000)

45,922

Weight

21.8%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/20/2026	45,922	22%	459,634	12/31/2025
2025 Q3	10/21/2025	41,932	20%	459,576	9/30/2025
2025 Q2	7/17/2025	41,932	20%	459,576	6/30/2025