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Livermore
Livermore
ZHEN

Sculati Wealth Management, LLC

SEC CIK
0001803397
Latest filing
Jul 21, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Sculati Wealth Management, 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)
38,918
Value
$3.95M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Sculati Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,918$3.95M1.3%−42−0.1%ReducedHolders
Q1 202638,960$3.66M1.4%−970−2.4%ReducedHolders
Q4 202539,930$3.99M1.4%−392−1.0%ReducedHolders
Q3 202540,322$3.85M1.4%−317−0.8%ReducedHolders
Q2 202540,639$3.71M1.4%−421−1.0%ReducedHolders
Q1 202541,060$3.21M1.3%−845−2.0%ReducedHolders
Q4 202441,905$3.10M1.2%−192−0.5%ReducedHolders
Q3 202442,097$2.73M1.1%−576−1.3%ReducedHolders
Q2 202442,673$3.14M1.3%−315−0.7%ReducedHolders
Q1 202442,988$3.11M1.3%+170.0%AddedHolders
Q4 202342,971$2.96M1.4%+165+0.4%AddedHolders
Q3 202342,806$2.35M1.2%+620+1.5%AddedHolders
Q2 202342,186$2.39M1.2%+125+0.3%AddedHolders
Q1 202342,061$2.20M1.2%+967+2.4%AddedHolders
Q4 202241,094$3.42M1.9%+174+0.4%AddedHolders
Q3 202240,920$2.94M1.7%+254+0.6%AddedHolders
Q2 202240,666$2.57M1.5%+330+0.8%AddedHolders
Q1 202240,336$3.40M1.7%+611+1.5%AddedHolders
Q4 202139,725$3.34M1.6%+346+0.9%AddedHolders
Q3 202139,379$2.87M1.5%+172+0.4%AddedHolders
Q2 202139,207$2.85M1.5%+105+0.3%AddedHolders
Q1 202139,102$2.55M1.5%––Holders

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