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Livermore
Livermore
ZHEN

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Wealthcare Advisory 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 Q2 2026 holdings

Shares (Q2 2026)
9,835
Value
$907.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,835$907.5K<0.1%+744+8.2%AddedHolders
Q1 20269,091$854.4K<0.1%+430+5.0%AddedHolders
Q4 20258,661$865.3K<0.1%+188+2.2%AddedHolders
Q3 20258,473$809.0K<0.1%+75+0.9%AddedHolders
Q2 20258,398$766.2K<0.1%−118−1.4%ReducedHolders
Q1 20258,516$666.7K<0.1%−1,074−11.2%ReducedHolders
Q4 20249,590$709.7K<0.1%−458−4.6%ReducedHolders
Q3 202410,048$651.2K<0.1%−3,025−23.1%ReducedHolders
Q2 202413,073$963.3K<0.1%−54−0.4%ReducedHolders
Q1 202413,127$949.6K<0.1%+91+0.7%AddedHolders
Q4 202313,036$896.9K<0.1%−5,039−27.9%ReducedHolders
Q3 202318,075$992.3K<0.1%−1,384−7.1%ReducedHolders
Q2 202319,459$1.10M<0.1%+2,826+17.0%AddedHolders
Q1 202316,633$871.3K<0.1%+10,824+186.3%AddedHolders
Q4 20225,809$483.6K<0.1%+118+2.1%AddedHolders
Q3 20225,691$409.0K<0.1%+803+16.4%AddedHolders
Q2 20224,888$309.0K<0.1%−135−2.7%ReducedHolders
Q1 20225,023$423.0K<0.1%+382+8.2%AddedHolders
Q4 20214,641$390.0K<0.1%−13−0.3%ReducedHolders
Q3 20214,654$339.0K<0.1%+145+3.2%AddedHolders
Q2 20214,509$328.0K<0.1%+30+0.7%AddedHolders
Q1 20214,479$292.0K<0.1%––Holders

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