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Darwin Advisors, LLC

SEC CIK
0001663224
Latest filing
Jul 21, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Darwin 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)
1,040
Value
$96.0K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of SCHW by Darwin Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,040$96.0K<0.1%+1+0.1%AddedHolders
Q1 20261,039$97.7K<0.1%00.0%UnchangedHolders
Q4 20251,039$103.9K<0.1%00.0%UnchangedHolders
Q3 20251,039$99.2K<0.1%00.0%UnchangedHolders
Q2 20251,039$94.8K<0.1%00.0%UnchangedHolders
Q1 20251,039$76.9K<0.1%00.0%UnchangedHolders
Q4 20241,039$76.9K<0.1%+1,039NewHolders