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Charles Schwab Corporation shares owned by Bare Financial Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bare Financial Services from 13F filings

Historical chart of Bare Financial Services investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bare Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bare Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 114 95.47
2025-06-30 $8.2k 90 91.21
2025-03-31 $2.0k 26 78.27

More positions owned by Bare Financial Services

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Value Etf Etf (VTV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Total Bond Market Etf Etf (BND)
Inspire International Etf Etf (WWJD)
Inspire Corporate Bond Etf Etf (IBD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Crossmark Large Cap Growth Etf Etf
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Eventide High Dividend Etf Etf (ELCV)
Inspire 100 Etf Etf (BIBL)

View all positions for Bare Financial Services

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation