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StrongBox Wealth, LLC

SEC CIK
0001812155
Latest filing
Jul 23, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by StrongBox 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)
508
Value
$46.9K
% of portfolio
<0.1%
Quarters held
3
Since Q2 2023
Holdings of SCHW by StrongBox Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026508$46.9K<0.1%+508NewHolders
Q4 20230$00.0%−4,774−100.0%Sold outHolders
Q3 20234,774$262.1K0.2%−48−1.0%ReducedHolders
Q2 20234,822$273.3K0.2%+4,822NewHolders