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Good Life Advisors, LLC

SEC CIK
0001696260
Latest filing
Aug 8, 2025

SCHW holding history

Schwab Charles Corp in every 13F filed by Good Life 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 2025 holdings

Shares (Q2 2025)
3,401
Value
$310.4K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of SCHW by Good Life Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,401$310.4K<0.1%−4,268−55.7%ReducedHolders
Q1 20257,669$600.3K<0.1%−904−10.5%ReducedHolders
Q4 20248,573$634.5K<0.1%−1,923−18.3%ReducedHolders
Q3 202410,496$680.3K<0.1%+1,892+22.0%AddedHolders
Q2 20248,604$634.0K0.1%−193−2.2%ReducedHolders
Q1 20248,797$636.4K0.1%−678−7.2%ReducedHolders
Q4 20239,475$651.9K0.1%−484−4.9%ReducedHolders
Q3 20239,959$546.8K0.1%−1,109−10.0%ReducedHolders
Q2 202311,068$627.3K0.1%+5,714+106.7%AddedHolders
Q1 20235,354$280.5K<0.1%+1,176+28.1%AddedHolders
Q4 20224,178$347.9K<0.1%−9−0.2%ReducedHolders
Q3 20224,187$301.0K<0.1%+4,187NewHolders
Q2 20220$00.0%−2,967−100.0%Sold outHolders
Q1 20222,967$250.0K<0.1%00.0%UnchangedHolders
Q4 20212,967$250.0K<0.1%−30−1.0%ReducedHolders
Q3 20212,997$218.0K<0.1%−51−1.7%ReducedHolders
Q2 20213,048$222.0K<0.1%−301−9.0%ReducedHolders
Q1 20213,349$217.0K<0.1%––Holders

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