Charles Schwab Corporation shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 2.9k | 95.47 |
| 2025-06-30 | $261k | 2.9k | 91.07 |
| 2025-03-31 | $217k | 2.8k | 78.40 |
| 2024-12-31 | $200k | 2.8k | 72.77 |
| 2024-09-30 | $201k | 2.8k | 71.84 |
| 2024-06-30 | $206k | 2.8k | 73.69 |
| 2024-03-31 | $203k | 2.8k | 72.33 |