Position in SCHW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,417
New position
Shares Held
47
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026BARD ASSOCIATES INC holds $3,490,174 across 5 Capital Markets names. SCHW ranks #4 (0.1% of the industry book) .
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,417 | 47 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||