Everett Harris & Co

SEC CIK: 0001009254
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Everett Harris & Co, 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 Q2 2026 holdings

Shares (Q2 2026): 237,657
Value: $21.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SCHW by Everett Harris & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	237,657	$21.9M	0.3%	+11,302+5.0%	Added	Holders
Q1 2026	226,355	$21.3M	0.3%	+14,575+6.9%	Added	Holders
Q4 2025	211,780	$21.2M	0.3%	−522−0.2%	Reduced	Holders
Q3 2025	212,302	$20.3M	0.2%	+1,471+0.7%	Added	Holders
Q2 2025	210,831	$19.2M	0.2%	+380+0.2%	Added	Holders
Q1 2025	210,451	$16.5M	0.2%	+117+0.1%	Added	Holders
Q4 2024	210,334	$15.6M	0.2%	+1,105+0.5%	Added	Holders
Q3 2024	209,229	$13.6M	0.2%	−1,869−0.9%	Reduced	Holders
Q2 2024	211,098	$15.6M	0.2%	−2,422−1.1%	Reduced	Holders
Q1 2024	213,520	$15.4M	0.2%	−1,562−0.7%	Reduced	Holders
Q4 2023	215,082	$14.8M	0.2%	−224,163−51.0%	Reduced	Holders
Q3 2023	439,245	$24.1M	0.4%	−2,845−0.6%	Reduced	Holders
Q2 2023	442,090	$25.1M	0.4%	+114,386+34.9%	Added	Holders
Q1 2023	327,704	$17.2M	0.3%	+8,296+2.6%	Added	Holders
Q4 2022	319,408	$26.6M	0.5%	−4,049−1.3%	Reduced	Holders
Q3 2022	323,457	$23.2M	0.4%	+4,480+1.4%	Added	Holders
Q2 2022	318,977	$20.2M	0.3%	+6,860+2.2%	Added	Holders
Q1 2022	312,117	$26.3M	0.4%	−1,280−0.4%	Reduced	Holders
Q4 2021	313,397	$26.4M	0.4%	−4,926−1.5%	Reduced	Holders
Q3 2021	318,323	$23.2M	0.4%	−675−0.2%	Reduced	Holders
Q2 2021	318,998	$23.2M	0.4%	−3,281−1.0%	Reduced	Holders
Q1 2021	322,279	$21.0M	0.4%	–	–	Holders

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