Bear Mountain Capital »

Charles Schwab Corporation shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Bear Mountain Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 315 71.96
2024-06-30 $24k 315 75.38
2024-03-31 $23k 315 72.50
2023-12-31 $20k 315 64.31

More positions owned by Bear Mountain Capital

Vanguard Mid Cap Etf (VO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Etf Etf (VB)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)

View all positions for Bear Mountain Capital

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation