Wolf Group Capital Advisors
- SEC CIK
- 0001579111
- Latest filing
- Apr 18, 2025
SCHW holding history
Schwab Charles Corp in every 13F filed by Wolf Group Capital Advisors, 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 Q1 2025 holdings
- Shares (Q1 2025)
- 13,140
- Value
- $1.03M
- % of portfolio
- 0.3%
- Quarters held
- 3
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 13,140 | $1.03M | 0.3% | +13,140 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −13,886−100.0% | Sold out | Holders |
| Q2 2024 | 13,886 | $1.02M | 0.4% | +13,886 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −12,744−100.0% | Sold out | Holders |
| Q3 2023 | 12,744 | $699.6K | 0.3% | +12,744 | New | Holders |