Wealth Advisors, Inc.

SEC CIK: 0001806580
Latest filing: Oct 24, 2023

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q3 2023 holdings

Shares (Q3 2023): 64,505
Value: $3.54M
% of portfolio: 1.6%
Quarters held: 3; Since Q1 2023

Holdings of SCHW by Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	64,505	$3.54M	1.6%	+2,500+4.0%	Added	Holders
Q2 2023	62,005	$3.62M	1.5%	+50,410+434.8%	Added	Holders
Q1 2023	11,595	$599.6K	0.3%	+11,595	New	Holders