Moser Wealth Advisors, LLC
- SEC CIK
- 0001803081
- Latest filing
- Jul 31, 2025
SCHW holding history
Schwab Charles Corp in every 13F filed by Moser Wealth 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 2025 holdings
- Shares (Q2 2025)
- 5,010
- Value
- $457.1K
- % of portfolio
- 0.2%
- Quarters held
- 9
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 5,010 | $457.1K | 0.2% | −700−12.3% | Reduced | Holders |
| Q1 2025 | 5,710 | $447.0K | 0.2% | −250−4.2% | Reduced | Holders |
| Q4 2024 | 5,960 | $441.1K | 0.2% | −65−1.1% | Reduced | Holders |
| Q3 2024 | 6,025 | $390.5K | 0.2% | +100+1.7% | Added | Holders |
| Q2 2024 | 5,925 | $436.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 5,925 | $428.6K | 0.2% | +1,150+24.1% | Added | Holders |
| Q4 2023 | 4,775 | $328.5K | 0.2% | +1,500+45.8% | Added | Holders |
| Q3 2023 | 3,275 | $179.8K | 0.1% | +1,025+45.6% | Added | Holders |
| Q2 2023 | 2,250 | $127.5K | 0.1% | – | No prior filing | Holders |