Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
SCHW holding history
Schwab Charles Corp in every 13F filed by Wealthsource Partners, 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 Q4 2023 holdings
- Shares (Q4 2023)
- 5,516
- Value
- $379.5K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 5,516 | $379.5K | <0.1% | +912+19.8% | Added | Holders |
| Q3 2023 | 4,604 | $252.8K | <0.1% | −971−17.4% | Reduced | Holders |
| Q2 2023 | 5,575 | $316.0K | <0.1% | −12,987−70.0% | Reduced | Holders |
| Q1 2023 | 18,562 | $972.3K | 0.1% | +1,399+8.2% | Added | Holders |
| Q4 2022 | 17,163 | $1.43M | 0.1% | +950+5.9% | Added | Holders |
| Q3 2022 | 16,213 | $1.17M | 0.1% | +3,383+26.4% | Added | Holders |
| Q2 2022 | 12,830 | $811.0K | 0.1% | −1,482−10.4% | Reduced | Holders |
| Q1 2022 | 14,312 | $1.21M | 0.1% | +6,093+74.1% | Added | Holders |
| Q4 2021 | 8,219 | $691.0K | 0.1% | +2,870+53.7% | Added | Holders |
| Q3 2021 | 5,349 | $390.0K | <0.1% | +1,434+36.6% | Added | Holders |
| Q2 2021 | 3,915 | $285.0K | <0.1% | +3,915 | New | Holders |