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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Crestwood Advisors Group LLC, 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)
114,586
Value
$10.6M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114,586$10.6M0.2%−18,808−14.1%ReducedHolders
Q1 2026133,394$12.5M0.2%+5,561+4.4%AddedHolders
Q4 2025127,833$12.8M0.2%−4,277−3.2%ReducedHolders
Q3 2025132,110$12.6M0.2%−4,132−3.0%ReducedHolders
Q2 2025136,242$12.4M0.2%−504,686−78.7%ReducedHolders
Q1 2025640,928$50.2M1.0%−17,887−2.7%ReducedHolders
Q4 2024658,815$48.8M0.9%−7,516−1.1%ReducedHolders
Q3 2024666,331$43.2M0.8%−8,076−1.2%ReducedHolders
Q2 2024674,407$49.7M1.0%−7,294−1.1%ReducedHolders
Q1 2024681,701$49.3M1.1%+2,221+0.3%AddedHolders
Q4 2023679,480$46.7M1.1%−35,015−4.9%ReducedHolders
Q3 2023714,495$39.2M1.0%+2,298+0.3%AddedHolders
Q2 2023712,197$40.4M1.3%+39,884+5.9%AddedHolders
Q1 2023672,313$35.2M1.2%+124,506+22.7%AddedHolders
Q4 2022547,807$45.6M1.6%+16,150+3.0%AddedHolders
Q3 2022531,657$38.2M1.4%−28,654−5.1%ReducedHolders
Q2 2022560,311$35.4M1.2%+25,617+4.8%AddedHolders
Q1 2022534,694$45.1M1.3%+69,168+14.9%AddedHolders
Q4 2021465,526$39.2M1.0%−5,093−1.1%ReducedHolders
Q3 2021470,619$34.3M1.0%+36,735+8.5%AddedHolders
Q2 2021433,884$31.6M0.9%+14,568+3.5%AddedHolders
Q1 2021419,316$27.3M0.9%––Holders

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