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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by West Financial 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 2026 holdings

Shares (Q2 2026)
9,000
Value
$830.4K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of SCHW by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,000$830.4K0.1%00.0%UnchangedHolders
Q1 20269,000$845.8K0.1%−3,600−28.6%ReducedHolders
Q4 202512,600$1.26M0.2%00.0%UnchangedHolders
Q3 202512,600$1.20M0.2%00.0%UnchangedHolders
Q2 202512,600$1.15M0.2%00.0%UnchangedHolders
Q1 202512,600$986.3K0.2%00.0%UnchangedHolders
Q4 202412,600$932.5K0.2%00.0%UnchangedHolders
Q3 202412,600$816.6K0.2%00.0%UnchangedHolders
Q2 202412,600$928.5K0.2%00.0%UnchangedHolders
Q1 202412,600$911.5K0.2%00.0%UnchangedHolders
Q4 202312,600$866.9K0.2%00.0%UnchangedHolders
Q3 202312,600$691.7K0.2%00.0%UnchangedHolders
Q2 202312,600$714.2K0.2%00.0%UnchangedHolders
Q1 202312,600$660.0K0.2%00.0%UnchangedHolders
Q4 202212,600$1.05M0.3%00.0%UnchangedHolders
Q3 202212,600$906.0K0.3%00.0%UnchangedHolders
Q2 202212,600$796.0K0.2%00.0%UnchangedHolders
Q1 202212,600$1.06M0.3%00.0%UnchangedHolders
Q4 202112,600$1.06M0.3%00.0%UnchangedHolders
Q3 202112,600$918.0K0.3%+12,600NewHolders