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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Sheets Smith Wealth Management, 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)
14,521
Value
$1.34M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,521$1.34M0.1%00.0%UnchangedHolders
Q1 202614,521$1.36M0.2%+108+0.7%AddedHolders
Q4 202514,413$1.44M0.2%−912−6.0%ReducedHolders
Q3 202515,325$1.46M0.2%00.0%UnchangedHolders
Q2 202515,325$1.40M0.2%+7,356+92.3%AddedHolders
Q1 20257,969$623.8K0.1%+283+3.7%AddedHolders
Q4 20247,686$568.8K0.1%00.0%UnchangedHolders
Q3 20247,686$498.1K0.1%00.0%UnchangedHolders
Q2 20247,686$566.4K0.1%−4,144−35.0%ReducedHolders
Q1 202411,830$855.8K0.1%+4,144+53.9%AddedHolders
Q4 20237,686$528.8K0.1%+100+1.3%AddedHolders
Q3 20237,586$416.5K0.1%+17+0.2%AddedHolders
Q2 20237,569$429.0K0.1%−22,397−74.7%ReducedHolders
Q1 202329,966$1.57M0.2%+3,389+12.8%AddedHolders
Q4 202226,577$2.21M0.3%00.0%UnchangedHolders
Q3 202226,577$1.91M0.3%+5,777+27.8%AddedHolders
Q2 202220,800$1.31M0.2%−9,331−31.0%ReducedHolders
Q1 202230,131$2.54M0.4%+15,686+108.6%AddedHolders
Q4 202114,445$1.22M0.2%+7,962+122.8%AddedHolders
Q3 20216,483$472.0K0.1%−335−4.9%ReducedHolders
Q2 20216,818$496.0K0.1%+10.0%AddedHolders
Q1 20216,817$444.0K0.1%––Holders

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