Three Bearings Fiduciary Advisors, Inc.
Position in SCHW — Schwab Charles Corp
CIK 2140230
HAMPTON, NH
Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,690
-$69 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,253
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Three Bearings Fiduciary Advisors, Inc. holds $146,726 across 4 Capital Markets names. SCHW ranks #2 (2.5% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,690 | 40 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,759 | 40 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $3,996 | 40 | Shares | Sole | 2026-06-11 | |
| No filing history on record for this holder in this stock. | ||||||