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OPPENHEIMER ASSET MANAGEMENT INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on SCHW, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 189,036 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,036 shares
    Change vs previous 13F -22,003 shares

    0.09% of the 13F portfolio, value $17,442,353.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 82,536 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 106,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 211,039 shares
    Change vs previous 13F -8,163 shares

    0.12% of the 13F portfolio, value $19,833,446.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 83,674 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 127,365 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 219,202 shares
    Change vs previous 13F -4,579 shares

    0.14% of the 13F portfolio, value $21,900,472.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 85,631 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 133,571 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 223,781 shares
    Change vs previous 13F -7,349 shares

    0.12% of the 13F portfolio, value $21,364,373.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 84,837 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 138,944 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 231,130 shares
    Change vs previous 13F +10,494 shares

    0.13% of the 13F portfolio, value $21,088,301.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 86,899 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 144,231 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 220,636 shares
    Change vs previous 13F -5,094 shares

    0.12% of the 13F portfolio, value $17,271,386.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 89,771 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 130,865 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 225,730 shares
    Change vs previous 13F -2,575 shares

    0.11% of the 13F portfolio, value $16,706,279.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 91,477 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 134,253 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 228,305 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $14,796,445.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 100,308 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 127,997 shares

    Acceptance time not in the bulk data set (spec §4.2).