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Livermore
Livermore
ZHEN

Garrison Point Advisors, LLC

SEC CIK
0001767107
Latest filing
Jul 31, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Garrison Point 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)
6,215
Value
$573.5K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Garrison Point Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,215$573.5K0.2%−425−6.4%ReducedHolders
Q1 20266,640$624.0K0.3%−175−2.6%ReducedHolders
Q4 20256,815$680.9K0.3%00.0%UnchangedHolders
Q3 20256,815$650.6K0.3%−40−0.6%ReducedHolders
Q2 20256,855$625.5K0.3%00.0%UnchangedHolders
Q1 20256,855$536.6K0.3%−200−2.8%ReducedHolders
Q4 20247,055$522.1K0.2%00.0%UnchangedHolders
Q3 20247,055$457.2K0.3%00.0%UnchangedHolders
Q2 20247,055$519.9K0.3%00.0%UnchangedHolders
Q1 20247,055$510.4K0.3%00.0%UnchangedHolders
Q4 20237,055$485.4K0.3%00.0%UnchangedHolders
Q3 20237,055$387.3K0.3%−50−0.7%ReducedHolders
Q2 20237,105$402.7K0.3%−80−1.1%ReducedHolders
Q1 20237,185$376.4K0.3%00.0%UnchangedHolders
Q4 20227,185$598.2K0.5%00.0%UnchangedHolders
Q3 20227,185$516.0K0.5%00.0%UnchangedHolders
Q2 20227,185$454.0K0.4%00.0%UnchangedHolders
Q1 20227,185$606.0K0.4%−105−1.4%ReducedHolders
Q4 20217,290$613.0K0.4%00.0%UnchangedHolders
Q3 20217,290$531.0K0.4%00.0%UnchangedHolders
Q2 20217,290$531.0K0.4%00.0%UnchangedHolders
Q1 20217,290$475.0K0.4%––Holders

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