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Livermore
Livermore
ZHEN

Claro Advisors LLC

SEC CIK
0001764386
Latest filing
Jul 30, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Claro 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)
5,160
Value
$476.1K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SCHW by Claro Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,160$476.1K<0.1%−109−2.1%ReducedHolders
Q1 20265,269$495.2K0.1%+2,521+91.7%AddedHolders
Q4 20252,748$274.6K<0.1%+8+0.3%AddedHolders
Q3 20252,740$261.6K<0.1%−11−0.4%ReducedHolders
Q2 20252,751$251.0K<0.1%−2,117−43.5%ReducedHolders
Q1 20254,868$381.1K0.1%+461+10.5%AddedHolders
Q4 20244,407$326.1K<0.1%−206−4.5%ReducedHolders
Q3 20244,613$298.9K<0.1%−560−10.8%ReducedHolders
Q2 20245,173$381.2K0.1%−172−3.2%ReducedHolders
Q1 20245,345$386.7K0.1%+5,345NewHolders
Q3 20230$00.0%−4,145−100.0%Sold outHolders
Q2 20234,145$234.9K0.1%+4,145NewHolders
Q1 20230$00.0%−9,662−100.0%Sold outHolders
Q4 20229,662$804.5K0.3%+2,090+27.6%AddedHolders
Q3 20227,572$478.0K0.2%00.0%UnchangedHolders
Q2 20227,572$478.0K0.2%+2,852+60.4%AddedHolders
Q1 20224,720$397.0K0.1%00.0%UnchangedHolders
Q4 20214,720$397.0K0.1%+159+3.5%AddedHolders
Q3 20214,561$332.0K0.1%+793+21.0%AddedHolders
Q2 20213,768$274.0K0.1%−241−6.0%ReducedHolders
Q1 20214,009$261.0K0.1%––Holders

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