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Latitude Advisors, LLC

SEC CIK
0001843715
Latest filing
Jul 27, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Latitude 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of SCHW by Latitude Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−8,928−100.0%Sold outHolders
Q1 20238,928$467.6K0.3%+2,559+40.2%AddedHolders
Q4 20226,369$530.3K0.4%−234−3.5%ReducedHolders
Q3 20226,603$475.0K0.4%+855+14.9%AddedHolders
Q2 20225,748$363.0K0.3%−5,139−47.2%ReducedHolders
Q1 202210,887$918.0K0.2%+2,977+37.6%AddedHolders
Q4 20217,910$665.0K0.2%−577−6.8%ReducedHolders
Q3 20218,487$618.0K0.2%+4,373+106.3%AddedHolders
Q2 20214,114$300.0K0.2%−20.0%ReducedHolders
Q1 20214,116$268.0K0.2%––Holders

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