Wealth Architects, LLC

SEC CIK: 0001611518
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Wealth Architects, LLC, 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 Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of SCHW by Wealth Architects, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−2,609−100.0%	Sold out	Holders
Q1 2022	2,609	$220.0K	<0.1%	+182+7.5%	Added	Holders
Q4 2021	2,427	$204.0K	<0.1%	+2,427	New	Holders