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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Greenleaf Trust, 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)
49,653
Value
$4.58M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,653$4.58M<0.1%−653−1.3%ReducedHolders
Q1 202650,306$4.73M<0.1%−866−1.7%ReducedHolders
Q4 202551,172$5.11M<0.1%−375−0.7%ReducedHolders
Q3 202551,547$4.92M<0.1%−1,696−3.2%ReducedHolders
Q2 202553,243$4.86M<0.1%−4,414−7.7%ReducedHolders
Q1 202557,657$4.51M<0.1%+3,348+6.2%AddedHolders
Q4 202454,309$4.02M<0.1%−1,249−2.2%ReducedHolders
Q3 202455,558$3.60M<0.1%+21,646+63.8%AddedHolders
Q2 202433,912$2.50M<0.1%+563+1.7%AddedHolders
Q1 202433,349$2.41M<0.1%+2,480+8.0%AddedHolders
Q4 202330,869$2.12M<0.1%−1,741−5.3%ReducedHolders
Q3 202332,610$1.79M<0.1%+5,153+18.8%AddedHolders
Q2 202327,457$1.56M<0.1%−669−2.4%ReducedHolders
Q1 202328,126$1.47M<0.1%−1,028−3.5%ReducedHolders
Q4 202229,154$2.43M<0.1%+2,801+10.6%AddedHolders
Q3 202226,353$1.89M<0.1%+2,832+12.0%AddedHolders
Q2 202223,521$1.49M<0.1%+2,161+10.1%AddedHolders
Q1 202221,360$1.80M<0.1%+800+3.9%AddedHolders
Q4 202120,560$1.73M<0.1%+547+2.7%AddedHolders
Q3 202120,013$1.46M<0.1%+967+5.1%AddedHolders
Q2 202119,046$1.39M<0.1%+766+4.2%AddedHolders
Q1 202118,280$1.19M<0.1%––Holders

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