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Charles Schwab Corporation 5.95% Pfd pfd stk shares owned by Eagle Bay Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation 5.95% Pfd pfd stk (SCHW.PD) shares owned by Eagle Bay Advisors from 13F filings

Historical chart of Eagle Bay Advisors investment in Charles Schwab Corporation 5.95% Pfd pfd stk

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All positions including Charles Schwab Corporation 5.95% Pfd pfd stk held by Eagle Bay Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation 5.95% Pfd pfd stk by Eagle Bay Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 941 25.15

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Apple Stock (AAPL)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Loomis Sayles Investment Grade Bond Y Mutual Fund (LSIIX)
Lazard Global Listed Infrastructure Instl Mutual Fund (GLIFX)
Tesla Stock (TSLA)
Baird Intermediate Bond Inv Mutual Fund (BIMSX)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Microsoft Corp Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Lord Abbett Inflation Focused I Mutual Fund (LIFIX)
iShares Select Dividend ETF Etf (DVY)
MainStay MacKay US Infrastructure Bond I Mutual Fund (MGOIX)
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)
Uber Technologies Stock (UBER)
Schwab US TIPS ETF Etf (SCHP)

View all positions for Eagle Bay Advisors

Top funds holding Charles Schwab Corporation 5.95% Pfd pfd stk

Crossmark Global Holdings
Mengis Capital Management
Estabrook Capital Management
Eagle Bay Advisors
1620 Investment Advisors
Archer Investment Corp
Pnc Financial Services
ORG Partners
Studio Investment Management

View all funds holding Charles Schwab Corporation 5.95% Pfd pfd stk