Schwab Value For A/c shares owned by Bryn Mawr Trust
Quarter-by-quarter ownership of Schwab Value For A/c shares owned by Bryn Mawr Trust
from 13F filings
Historical chart of Bryn Mawr Trust investment in Schwab Value For A/c
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All positions including Schwab Value For A/c held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Value For A/c by Bryn Mawr Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.4M | 1 | 6443079.00 |
| 2023-06-30 | $6.4M | 1 | 6443000.00 |
| 2023-03-31 | $6.4M | 1 | 6443000.00 |
| 2022-12-31 | $6.4M | 1 | 6443000.00 |
| 2022-09-30 | $6.4M | 1 | 6443000.00 |
| 2022-06-30 | $6.4M | 1 | 6443000.00 |
| 2022-03-31 | $6.4M | 1 | 6443000.00 |
| 2021-12-31 | $6.4M | 1 | 6443000.00 |
| 2021-09-30 | $6.5M | 1 | 6518000.00 |
| 2021-06-30 | $6.4M | 1 | 6410000.00 |
| 2021-03-31 | $18M | 1 | 17872000.00 |