Bridgeworth, LLC

SEC CIK: 0001691804
Latest filing: Jan 26, 2024

SEC filings (opens in a new tab)

SCHW holding history

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

SCHW overview All 13F holders of SCHW Full Q4 2023 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of SCHW by Bridgeworth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−10,515−100.0%	Sold out	Holders
Q3 2023	10,515	$577.3K	0.1%	−275−2.5%	Reduced	Holders
Q2 2023	10,790	$611.6K	0.1%	+10,790	New	Holders