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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Wealthspire 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)
80,222
Value
$7.40M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202680,222$7.40M<0.1%+38,125+90.6%AddedHolders
Q1 202642,097$3.96M<0.1%−10,239−19.6%ReducedHolders
Q4 202552,336$5.23M<0.1%−26,680−33.8%ReducedHolders
Q3 202579,016$7.54M<0.1%−8,920−10.1%ReducedHolders
Q2 202587,936$8.02M<0.1%−766−0.9%ReducedHolders
Q1 202588,702$6.94M<0.1%+43,394+95.8%AddedHolders
Q4 202445,308$3.35M<0.1%+1,232+2.8%AddedHolders
Q3 202444,076$2.86M<0.1%+4,904+12.5%AddedHolders
Q2 202439,172$2.89M<0.1%−101−0.3%ReducedHolders
Q1 202439,273$2.84M<0.1%+121+0.3%AddedHolders
Q4 202339,152$2.69M<0.1%+902+2.4%AddedHolders
Q3 202338,250$2.10M<0.1%−12,576−24.7%ReducedHolders
Q2 202350,826$2.88M<0.1%+95+0.2%AddedHolders
Q1 202350,731$2.66M<0.1%−1,007−1.9%ReducedHolders
Q4 202251,738$4.31M0.1%+19,761+61.8%AddedHolders
Q3 202231,977$2.30M<0.1%+564+1.8%AddedHolders
Q2 202231,413$1.99M<0.1%+25,044+393.2%AddedHolders
Q1 20226,369$537.0K<0.1%−3,429−35.0%ReducedHolders
Q4 20219,798$824.0K<0.1%−306−3.0%ReducedHolders
Q3 202110,104$736.0K<0.1%+3,576+54.8%AddedHolders
Q2 20216,528$475.0K<0.1%−9,797−60.0%ReducedHolders
Q1 202116,325$1.06M<0.1%––Holders

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