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Livermore
Livermore
ZHEN

Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Westshore Wealth, 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)
3,342
Value
$308.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,342$308.4K0.1%+58+1.8%AddedHolders
Q1 20263,284$308.6K0.1%−74−2.2%ReducedHolders
Q4 20253,358$335.5K0.1%−170−4.8%ReducedHolders
Q3 20253,528$336.8K0.1%−224−6.0%ReducedHolders
Q2 20253,752$342.3K0.1%00.0%UnchangedHolders
Q1 20253,752$293.7K0.1%−30−0.8%ReducedHolders
Q4 20243,782$279.9K0.1%00.0%UnchangedHolders
Q3 20243,782$245.1K0.1%−81−2.1%ReducedHolders
Q2 20243,863$284.7K0.1%−28−0.7%ReducedHolders
Q1 20243,891$281.5K0.1%−30−0.8%ReducedHolders
Q4 20233,921$269.8K0.1%00.0%UnchangedHolders
Q3 20233,921$215.3K0.1%00.0%UnchangedHolders
Q2 20233,921$222.2K0.1%+94+2.5%AddedHolders
Q1 20233,827$200.5K0.1%+264+7.4%AddedHolders
Q4 20223,563$296.7K0.2%00.0%UnchangedHolders
Q3 20223,563$256.0K0.2%00.0%UnchangedHolders
Q2 20223,563$225.0K0.1%+533+17.6%AddedHolders
Q1 20223,030$255.0K0.2%00.0%UnchangedHolders
Q4 20213,030$255.0K0.2%00.0%UnchangedHolders
Q3 20213,030$221.0K0.2%−1,239−29.0%ReducedHolders
Q2 20214,269$311.0K0.2%+30+0.7%AddedHolders
Q1 20214,239$276.0K0.2%––Holders

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