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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Capital Analysts, 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)
48,221
Value
$4.45M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,221$4.45M0.1%−2,276−4.5%ReducedHolders
Q1 202650,497$4.75M0.1%−4,495−8.2%ReducedHolders
Q4 202554,992$5.50M0.2%+2,076+3.9%AddedHolders
Q3 202552,916$5.05M0.1%−362−0.7%ReducedHolders
Q2 202553,278$4.86M0.2%+396+0.7%AddedHolders
Q1 202552,882$4.14M0.2%+3,087+6.2%AddedHolders
Q4 202449,795$3.69M0.1%+1,899+4.0%AddedHolders
Q3 202447,896$3.10M0.1%+6,256+15.0%AddedHolders
Q2 202441,640$3.07M0.1%+2,945+7.6%AddedHolders
Q1 202438,695$2.80M0.1%+960+2.5%AddedHolders
Q4 202337,735$2.60M0.1%+581+1.6%AddedHolders
Q3 202337,154$2.04M0.1%+1,366+3.8%AddedHolders
Q2 202335,788$2.03M0.1%+358+1.0%AddedHolders
Q1 202335,430$1.86M0.1%+35,307+28,704.9%AddedHolders
Q4 2022123$10.0K<0.1%00.0%UnchangedHolders
Q3 2022123$9.00K<0.1%00.0%UnchangedHolders
Q2 2022123$8.00K<0.1%00.0%UnchangedHolders
Q1 2022123$10.0K<0.1%−800−86.7%ReducedHolders
Q4 2021923$78.0K<0.1%+800+650.4%AddedHolders
Q3 2021123$9.00K<0.1%−168−57.7%ReducedHolders
Q2 2021291$21.0K<0.1%+168+136.6%AddedHolders
Q1 2021123$8.00K<0.1%––Holders

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