Charles Schwab Corporation shares owned by Bard Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 31k | 64.81 |
| 2024-06-30 | $2.5M | 33k | 73.69 |
| 2024-03-31 | $2.4M | 33k | 72.34 |
| 2023-12-31 | $2.3M | 33k | 68.80 |
| 2023-09-30 | $1.5M | 28k | 54.90 |
| 2023-06-30 | $1.4M | 25k | 56.68 |
| 2023-03-31 | $271k | 5.2k | 52.38 |
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