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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Mutual 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)
14,124
Value
$1.30M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,124$1.30M<0.1%+1,578+12.6%AddedHolders
Q1 202612,546$1.18M<0.1%+1,052+9.2%AddedHolders
Q4 202511,494$1.15M<0.1%+480+4.4%AddedHolders
Q3 202511,014$1.04M<0.1%−382−3.4%ReducedHolders
Q2 202511,396$1.11M<0.1%+37+0.3%AddedHolders
Q1 202511,359$908.0K<0.1%+421+3.8%AddedHolders
Q4 202410,938$825.9K<0.1%−566−4.9%ReducedHolders
Q3 202411,504$835.1K<0.1%+357+3.2%AddedHolders
Q2 202411,147$727.9K<0.1%−479−4.1%ReducedHolders
Q1 202411,626$841.0K<0.1%+507+4.6%AddedHolders
Q4 202311,119$765.0K<0.1%−670−5.7%ReducedHolders
Q3 202311,789$647.2K<0.1%−1,422−10.8%ReducedHolders
Q2 202313,211$748.8K<0.1%+1,141+9.5%AddedHolders
Q1 202312,070$632.2K<0.1%+3,787+45.7%AddedHolders
Q4 20228,283$689.7K<0.1%+707+9.3%AddedHolders
Q3 20227,576$544.0K<0.1%−3,157−29.4%ReducedHolders
Q2 202210,733$678.0K<0.1%+4,911+84.4%AddedHolders
Q1 20225,822$491.0K<0.1%−44−0.8%ReducedHolders
Q4 20215,866$493.0K<0.1%+191+3.4%AddedHolders
Q3 20215,675$413.0K<0.1%+907+19.0%AddedHolders
Q2 20214,768$347.0K<0.1%+521+12.3%AddedHolders
Q1 20214,247$277.0K<0.1%––Holders

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