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Livermore
Livermore
ZHEN

WESPAC Advisors SoCal, LLC

SEC CIK
0001668188
Latest filing
Jul 16, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by WESPAC Advisors SoCal, 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)
5,876
Value
$542.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by WESPAC Advisors SoCal, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,876$542.2K0.1%+71+1.2%AddedHolders
Q1 20265,805$545.6K0.1%00.0%UnchangedHolders
Q4 20255,805$580.0K0.1%00.0%UnchangedHolders
Q3 20255,805$554.2K0.1%00.0%UnchangedHolders
Q2 20255,805$529.6K0.1%00.0%UnchangedHolders
Q1 20255,805$454.4K0.1%00.0%UnchangedHolders
Q4 20245,805$429.6K0.1%00.0%UnchangedHolders
Q3 20245,805$376.2K0.1%00.0%UnchangedHolders
Q2 20245,805$427.8K0.1%00.0%UnchangedHolders
Q1 20245,805$419.9K0.1%00.0%UnchangedHolders
Q4 20235,805$399.4K0.1%00.0%UnchangedHolders
Q3 20235,805$318.7K0.1%+600+11.5%AddedHolders
Q2 20235,205$295.0K0.1%00.0%UnchangedHolders
Q1 20235,205$272.6K0.1%00.0%UnchangedHolders
Q4 20225,205$433.4K0.2%−250−4.6%ReducedHolders
Q3 20225,455$435.0K0.2%−7,083−56.5%ReducedHolders
Q2 202212,538$792.0K0.3%−87−0.7%ReducedHolders
Q1 202212,625$1.06M0.3%+7,420+142.6%AddedHolders
Q4 20215,205$469.0K0.1%00.0%UnchangedHolders
Q3 20215,205$395.0K0.1%00.0%UnchangedHolders
Q2 20215,205$379.0K0.1%00.0%UnchangedHolders
Q1 20215,205$339.0K0.1%––Holders

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