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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by First Foundation Advisors, 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)
197,480
Value
$18.2M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of SCHW by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026197,480$18.2M0.7%+2,070+1.1%AddedHolders
Q1 2026195,410$18.4M0.7%+2,574+1.3%AddedHolders
Q4 2025192,836$19.3M0.7%−3,411−1.7%ReducedHolders
Q3 2025196,247$18.7M0.7%−15,001−7.1%ReducedHolders
Q2 2025211,248$19.3M0.7%−10,178−4.6%ReducedHolders
Q1 2025221,426$17.3M0.7%−22,944−9.4%ReducedHolders
Q4 2024244,370$18.1M0.7%−38,460−13.6%ReducedHolders
Q3 2024282,830$18.3M0.7%−21,090−6.9%ReducedHolders
Q2 2024303,920$22.4M0.9%−2,783−0.9%ReducedHolders
Q1 2024306,703$22.2M0.9%−49,421−13.9%ReducedHolders
Q4 2023356,124$24.5M1.1%−16,067−4.3%ReducedHolders
Q3 2023372,191$20.4M1.0%−56,839−13.2%ReducedHolders
Q2 2023429,030$24.3M1.1%−3,305−0.8%ReducedHolders
Q1 2023432,335$22.6M1.0%+94,541+28.0%AddedHolders
Q4 2022337,794$28.1M1.3%−2,378−0.7%ReducedHolders
Q3 2022340,172$24.4M1.2%−3,117−0.9%ReducedHolders
Q2 2022343,289$21.7M1.0%+83,341+32.1%AddedHolders
Q1 2022259,948$21.9M0.8%−2,088−0.8%ReducedHolders
Q4 2021262,036$22.0M0.8%−9,803−3.6%ReducedHolders
Q3 2021271,839$19.8M0.7%+13,292+5.1%AddedHolders
Q2 2021258,547$18.8M0.7%+6,069+2.4%AddedHolders
Q1 2021252,478$16.5M0.7%––Holders

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