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Livermore
Livermore
ZHEN

Nova R Wealth, Inc.

SEC CIK
0001729457
Latest filing
Jul 17, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Nova R Wealth, Inc., 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)
3,930
Value
$362.6K
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of SCHW by Nova R Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,930$362.6K0.1%+40+1.0%AddedHolders
Q1 20263,890$365.6K0.1%−12−0.3%ReducedHolders
Q4 20253,902$389.8K0.1%−77−1.9%ReducedHolders
Q3 20253,979$379.9K0.2%+43+1.1%AddedHolders
Q2 20253,936$359.1K0.2%00.0%UnchangedHolders
Q1 20253,936$308.1K0.2%00.0%UnchangedHolders
Q4 20243,936$291.3K0.1%00.0%UnchangedHolders
Q3 20243,936$255.1K0.1%−964−19.7%ReducedHolders
Q2 20244,900$361.1K0.2%+106+2.2%AddedHolders
Q1 20244,794$346.8K0.2%+4,794NewHolders
Q2 20230$00.0%−5,121−100.0%Sold outHolders
Q1 20235,121$268.3K0.2%+65+1.3%AddedHolders
Q4 20225,056$421.0K0.3%−4−0.1%ReducedHolders
Q3 20225,060$364.0K0.3%00.0%UnchangedHolders
Q2 20225,060$320.0K0.3%+136+2.8%AddedHolders
Q1 20224,924$415.0K0.4%+34+0.7%AddedHolders
Q4 20214,890$411.0K0.3%–No prior filingHolders