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Howe & Rusling Inc

SEC CIK
0000769963
Latest filing
Aug 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Howe & Rusling Inc, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of SCHW by Howe & Rusling Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,089−100.0%Sold outHolders
Q4 20252,089$208.7K<0.1%−33−1.6%ReducedHolders
Q3 20252,122$202.6K<0.1%−546−20.5%ReducedHolders
Q2 20252,668$243.4K<0.1%+2,668NewHolders
Q3 20240$00.0%−7,406−100.0%Sold outHolders
Q2 20247,406$545.7K<0.1%−19,151−72.1%ReducedHolders
Q1 202426,557$1.92M0.2%−70,031−72.5%ReducedHolders
Q4 202396,588$6.65M0.7%−5,819−5.7%ReducedHolders
Q3 2023102,407$5.62M0.7%+189+0.2%AddedHolders
Q2 2023102,218$5.79M0.6%−1,141−1.1%ReducedHolders
Q1 2023103,359$5.41M0.6%+1,062+1.0%AddedHolders
Q4 2022102,297$8.52M1.1%+198+0.2%AddedHolders
Q3 2022102,099$7.34M1.0%+741+0.7%AddedHolders
Q2 2022101,358$6.40M0.8%+3,249+3.3%AddedHolders
Q1 202298,109$8.27M1.0%−1,617−1.6%ReducedHolders
Q4 202199,726$8.39M1.0%−2,563−2.5%ReducedHolders
Q3 2021102,289$7.45M0.9%−51,067−33.3%ReducedHolders
Q2 2021153,356$11.2M1.4%+4,535+3.0%AddedHolders
Q1 2021148,821$9.70M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.