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Schwab shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Schwab (SWSBX) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Schwab

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All positions including Schwab 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 by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $93k 9.6k 9.69
2025-06-30 $92k 9.5k 9.67
2025-03-31 $304k 32k 9.63

More positions owned by C.M. Bidwell & Associates

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

View all positions for C.M. Bidwell & Associates

Top funds holding Schwab

Vermillion Wealth Management
Coston, McIsaac & Partners
C.M. Bidwell & Associates

View all funds holding Schwab