Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

LOBLOB
31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in LIVE OAK BANCSHARES INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 299,270 shares of LOB (LIVE OAK BANCSHARES INC), worth $12.2M as of 2026-Q2. The position was increased (+3.0% shares). LOB represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$12.2M

Current Shares

299,270

Total Value Change

+$10.1M

Total Shares Change

+158,874

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
299,270
+3.0%
$12.2M0.0%$40.84
29
2026-Q1
Decreased
290,634
-0.5%
$9.6M0.0%$36.45
0
2025-Q4
Decreased
291,959
-0.9%
$10M0.0%$34.43
0
2025-Q3
Increased
294,678
+2.9%
$10.4M0.0%$35.80
29
2025-Q2
Increased
286,477
+2.0%
$8.5M0.0%$29.99
28
2025-Q1
Decreased
280,875
-1.1%
$7.5M0.0%$26.50
0
2024-Q4
Increased
284,002
+1.9%
$11.2M0.0%$39.42
28
2024-Q3
Increased
278,821
+3.0%
$13.2M0.0%$47.23
29
2024-Q2
Increased
270,705
+3.2%
$9.5M0.0%$34.88
29
2024-Q1
Increased
262,324
+1.2%
$10.9M0.0%$41.26
28
2023-Q4
Increased
259,231
+1.2%
$11.8M0.0%$45.20
28
2023-Q3
Increased
256,252
+2.4%
$7.4M0.0%$28.73
28
2023-Q2
Increased
250,186
+2.1%
$6.6M0.0%$26.26
28
2023-Q1
Increased
245,133
+0.4%
$6M0.0%$23.79
27
2022-Q4
Increased
244,152
+2.2%
$7.4M0.0%$29.88
28
2022-Q3
Increased
238,810
+3.5%
$7.3M0.0%$30.61
28
2022-Q2
Decreased
230,645
-1.3%
$7.8M0.0%$33.59
0
2022-Q1
Increased
233,656
+3.8%
$11.9M0.0%$50.85
29
2021-Q4
Increased
225,201
+2.4%
$19.7M0.0%$86.01
29
2021-Q3
Increased
219,918
+1.8%
$14M0.0%$62.58
28
2021-Q2
Increased
216,040
+6.0%
$12.7M0.0%$56.98
30
2021-Q1
Increased
203,883
+10.5%
$14M0.0%$67.55
31
2020-Q4
Increased
184,524
+3.3%
$8.8M0.0%$45.90
28
2020-Q3
Decreased
178,588
-1.4%
$4.5M0.0%$25.37
0
2020-Q2
Increased
181,134
+8.9%
$2.6M0.0%$13.85
29
2020-Q1
Increased
166,330
+2.1%
$2.1M0.0%$12.39
26
2019-Q4
Increased
162,864
+7.8%
$3.1M0.0%$18.63
28
2019-Q3
Increased
151,139
+1.1%
$2.7M0.0%$17.85
26
2019-Q2
Increased
149,517
+3.7%
$2.6M0.0%$16.73
27
2019-Q1
Increased
144,166
+2.7%
$2.1M0.0%$14.22
27
2018-Q4
New
140,396
-
$2.1M0.0%$14.37
36

Other major holders of LOB: BNP PARIBAS FINANCIAL MARKETS, Capital Research Global Investors, BlackRock, Inc.

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