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Charles Schwab Corporation shares owned by Three Bearings Fiduciary Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Three Bearings Fiduciary Advisors from 13F filings

Historical chart of Three Bearings Fiduciary Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Three Bearings Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Three Bearings Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8k 40 94.00
2025-12-31 $4.2k 40 103.93

More positions owned by Three Bearings Fiduciary Advisors

Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Wisdomtree Tr Us Smallcap Divd (DES)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Three Bearings Fiduciary Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation