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Charles Schwab Corporation shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bear Mountain Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 315 72.50
2023-12-31 $20k 315 64.31

More positions owned by Bear Mountain Capital

Vanguard Mid Cap Etf (VO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Etf Etf (VB)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Bear Mountain Capital

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Harris Associates L.P
Bank of America Corporation
Franklin Resources
Fisher Investments
Alliancebernstein
Flossbach Von Storch
Northern Trust

View all funds holding Charles Schwab Corporation