Skip to main content

Alta Wealth Advisors LLC

SEC CIK
0001843826
Latest filing
Jul 30, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Alta Wealth 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
1
Since Q1 2023
Holdings of SCHW by Alta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−6,442−100.0%Sold outHolders
Q1 20236,442$337.4K0.2%+6,442NewHolders