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Broderick Brian C

SEC CIK
0001314376
Latest filing
Aug 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Broderick Brian C, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
34,152
Value
$3.15M
% of portfolio
0.5%
Quarters held
5
Since Q2 2025
Holdings of SCHW by Broderick Brian C, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,152$3.15M0.5%+2,890+9.2%AddedHolders
Q1 202631,262$2.94M0.5%+7,888+33.7%AddedHolders
Q4 202523,374$2.34M0.4%+10,104+76.1%AddedHolders
Q3 202513,270$1.27M0.2%+10,090+317.3%AddedHolders
Q2 20253,180$290.1K0.1%+3,180NewHolders