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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

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

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Quarterly reported holdings in Charles Schwab Corporation by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $13k 163 81.26
2024-12-31 $23k 278 82.08
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)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
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 Esg Optimized Msci Usa Etf Etf (SUSA)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Bear Mountain Capital

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Northern Trust
Viking Global Investors
Invesco

View all funds holding Charles Schwab Corporation