WealthStone, Inc.

SEC CIK: 0001548784
Latest filing: May 13, 2021

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by WealthStone, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q1 2021 holdings

Shares (Q1 2021): 7,862
Value: $512.0K
% of portfolio: 0.2%
Quarters held: 1; Since Q1 2021

Holdings of SCHW by WealthStone, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2021	7,862	$512.0K	0.2%	–	–	Holders

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