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Livermore
Livermore
ZHEN

IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by IHT Wealth Management, 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)
8,056
Value
$743.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SCHW by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,056$743.3K<0.1%−18−0.2%ReducedHolders
Q1 20268,074$758.8K<0.1%+843+11.7%AddedHolders
Q4 20257,231$722.6K<0.1%−257−3.4%ReducedHolders
Q3 20257,488$714.9K<0.1%+285+4.0%AddedHolders
Q2 20257,203$657.2K<0.1%−153−2.1%ReducedHolders
Q1 20257,356$575.8K<0.1%−158−2.1%ReducedHolders
Q4 20247,514$556.1K<0.1%+13+0.2%AddedHolders
Q3 20247,501$485.4K<0.1%−501−6.3%ReducedHolders
Q2 20248,002$585.6K<0.1%−382−4.6%ReducedHolders
Q1 20248,384$606.5K<0.1%+206+2.5%AddedHolders
Q4 20238,178$562.6K<0.1%+128+1.6%AddedHolders
Q3 20238,050$442.0K<0.1%−4,742−37.1%ReducedHolders
Q2 202312,792$725.0K<0.1%+4,758+59.2%AddedHolders
Q1 20238,034$420.8K<0.1%+4,428+122.8%AddedHolders
Q4 20223,606$300.3K<0.1%−328−8.3%ReducedHolders
Q3 20223,934$283.0K<0.1%+3,934NewHolders
Q2 20220$00.0%−2,415−100.0%Sold outHolders
Q1 20222,415$204.0K<0.1%−132−5.2%ReducedHolders
Q4 20212,547$214.0K<0.1%−4,673−64.7%ReducedHolders
Q3 20217,220$526.0K<0.1%+2,716+60.3%AddedHolders
Q2 20214,504$328.0K<0.1%+1,167+35.0%AddedHolders
Q1 20213,337$218.0K<0.1%––Holders

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