Skip to main content
Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by JFS Wealth Advisors, 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)
23,357
Value
$2.16M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,357$2.16M0.1%−632−2.6%ReducedHolders
Q1 202623,989$2.25M0.1%−637−2.6%ReducedHolders
Q4 202524,626$2.46M0.1%+107+0.4%AddedHolders
Q3 202524,519$2.34M0.1%−444−1.8%ReducedHolders
Q2 202524,963$2.28M0.1%−288−1.1%ReducedHolders
Q1 202525,251$1.98M0.1%+226+0.9%AddedHolders
Q4 202425,025$1.85M0.1%−100.0%ReducedHolders
Q3 202425,035$1.62M0.1%+24,643+6,286.5%AddedHolders
Q2 2024392$28.9K<0.1%−7−1.8%ReducedHolders
Q1 2024399$28.9K<0.1%−23−5.5%ReducedHolders
Q4 2023422$29.0K<0.1%−107−20.2%ReducedHolders
Q3 2023529$29.0K<0.1%−39−6.9%ReducedHolders
Q2 2023568$32.2K<0.1%−492−46.4%ReducedHolders
Q1 20231,060$55.5K<0.1%+632+147.7%AddedHolders
Q4 2022428$35.6K<0.1%−13−2.9%ReducedHolders
Q3 2022441$32.0K<0.1%−51−10.4%ReducedHolders
Q2 2022492$31.0K<0.1%+93+23.3%AddedHolders
Q1 2022399$34.0K<0.1%+135+51.1%AddedHolders
Q4 2021264$22.0K<0.1%+148+127.6%AddedHolders
Q3 2021116$8.00K<0.1%+26+28.9%AddedHolders
Q2 202190$7.00K<0.1%00.0%UnchangedHolders
Q1 202190$6.00K<0.1%––Holders

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