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Charles Schwab Corporation shares owned by Bard Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bard Associates from 13F filings

Historical chart of Bard Associates investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bard Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bard Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4k 47 94.00

More positions owned by Bard Associates

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Pfd And Incm Sec (PFF)
Flaherty & Crumrine/Claymore Preferred S (FFC)
Coherent Corp (COHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Residential Mult (REZ)
Mamamancini's Holdings (MAMA)
Ensign (ENSG)
Tortoise Energy Infrastructure closed end funds (TYG)
Alps Etf Tr Alerian Mlp (AMLP)
Kayne Anderson MLP Investment (KYN)
Nextera Energy (NEE)
Aehr Test Systems (AEHR)
Oil-Dri Corporation of America (ODC)

View all positions for Bard Associates

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