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Bedell Frazier Investment Counselling, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedell Frazier Investment Counselling, LLC on SCHW, newest first. How the timeline and the estimate are built.

Bedell Frazier Investment Counselling, LLC held 48,075 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 48,075 shares
    Change vs previous 13F +9,369 shares

    0.91% of the 13F portfolio, value $4,518,089.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 38,706 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,867,117.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).