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Schwab Inflation Protected Fun mutual funds shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Schwab Inflation Protected Fun mutual funds (SWRSX) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Schwab Inflation Protected Fun mutual funds

Tip: Access up to 7 years of quarterly data

All positions including Schwab Inflation Protected Fun mutual funds held by C.M. Bidwell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Inflation Protected Fun mutual funds by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2023-09-30 $610k 62k 9.89
2023-06-30 $1.1M 103k 10.24
2023-03-31 $1.2M 110k 10.49

More positions owned by C.M. Bidwell & Associates

iShares Russell 1000 Index (IWB)
iShares Russell 2000 Index (IWM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
Vanguard Short-Term Bond ETF (BSV)
Ishares Tr core strm usbd (ISTB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares MSCI ACWI ex US Index Fund (ACWX)
Schwab Strategic Tr 0 (SCHP)
Vanguard Total Bond Market ETF (BND)
Schwab U S Broad Market ETF (SCHB)
Schwab Strategic Tr us lrg cap etf (SCHX)
Dimensional Etf Trust (DFAC)

View all positions for C.M. Bidwell & Associates