Towerpoint Wealth, LLC

SEC CIK: 0001731445
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Towerpoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of SCHW by Towerpoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−3,082−100.0%	Sold out	Holders
Q1 2024	3,082	$223.0K	0.1%	−10−0.3%	Reduced	Holders
Q4 2023	3,092	$212.7K	0.1%	+3,092	New	Holders