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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Boston Private Wealth 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)
16,797
Value
$1.55M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of SCHW by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,797$1.55M0.1%−1,175−6.5%ReducedHolders
Q1 202617,972$1.69M0.1%−5,604−23.8%ReducedHolders
Q4 202523,576$2.36M0.1%−1,773−7.0%ReducedHolders
Q3 202525,349$2.42M0.1%−4,488−15.0%ReducedHolders
Q2 202529,837$2.72M0.1%+29,837NewHolders
Q1 20250$00.0%−86,750−100.0%Sold outHolders
Q4 202486,750$6.42M0.1%+86,750NewHolders
Q3 20240$00.0%−95,846−100.0%Sold outHolders
Q2 202495,846$7.06M0.2%−16,591−14.8%ReducedHolders
Q1 2024112,437$8.13M0.2%−10,522−8.6%ReducedHolders
Q4 2023122,959$8.46M0.2%−16,014−11.5%ReducedHolders
Q3 2023138,973$7.63M0.2%−6,675−4.6%ReducedHolders
Q2 2023145,648$8.26M0.1%−30,785−17.4%ReducedHolders
Q1 2023176,433$9.24M0.1%−28,246−13.8%ReducedHolders
Q4 2022204,679$17.0M0.2%−2,442−1.2%ReducedHolders
Q3 2022207,121$14.9M0.2%+19,980+10.7%AddedHolders
Q2 2022187,141$11.8M0.2%+1,069+0.6%AddedHolders
Q1 2022186,072$15.7M0.2%−27,152−12.7%ReducedHolders
Q4 2021213,224$17.9M0.3%+5,463+2.6%AddedHolders
Q3 2021207,761$15.1M0.2%−374−0.2%ReducedHolders
Q2 2021208,135$15.2M0.2%+4,734+2.3%AddedHolders
Q1 2021203,401$13.3M0.2%––Holders

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