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Livermore
Livermore
ZHEN

Benjamin Edwards Inc

SEC CIK
0001451623
Latest filing
Jul 24, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Benjamin Edwards Inc, 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)
15,162
Value
$1.40M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Benjamin Edwards Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,162$1.40M<0.1%−1,623−9.7%ReducedHolders
Q1 202616,785$1.58M<0.1%+1,995+13.5%AddedHolders
Q4 202514,790$1.48M<0.1%+7,620+106.3%AddedHolders
Q3 20257,170$684.5K<0.1%+137+1.9%AddedHolders
Q2 20257,033$641.7K<0.1%+606+9.4%AddedHolders
Q1 20256,427$503.1K<0.1%+557+9.5%AddedHolders
Q4 20245,870$434.4K<0.1%−276−4.5%ReducedHolders
Q3 20246,146$398.3K<0.1%+5,937+2,840.7%AddedHolders
Q2 2024209$15.0K<0.1%00.0%UnchangedHolders
Q1 2024209$15.0K<0.1%00.0%UnchangedHolders
Q4 2023209$14.0K<0.1%00.0%UnchangedHolders
Q3 2023209$11.0K<0.1%00.0%UnchangedHolders
Q2 2023209$12.0K<0.1%00.0%UnchangedHolders
Q1 2023209$11.0K<0.1%−1,499−87.8%ReducedHolders
Q4 20221,708$142.0K<0.1%+32+1.9%AddedHolders
Q3 20221,676$120.0K<0.1%+40+2.4%AddedHolders
Q2 20221,636$103.0K<0.1%+19+1.2%AddedHolders
Q1 20221,617$136.0K<0.1%−74−4.4%ReducedHolders
Q4 20211,691$142.0K<0.1%+857+102.8%AddedHolders
Q3 2021834$61.0K<0.1%+760+1,027.0%AddedHolders
Q2 202174$5.00K<0.1%00.0%UnchangedHolders
Q1 202174$5.00K<0.1%––Holders

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