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Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Schubert & Co, 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
6
Since Q4 2021
Holdings of SCHW by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−61−100.0%Sold outHolders
Q1 202361$3.20K<0.1%−85−58.2%ReducedHolders
Q4 2022146$12.2K<0.1%+22+17.7%AddedHolders
Q3 2022124$9.00K<0.1%+64+106.7%AddedHolders
Q2 202260$4.00K<0.1%+3+5.3%AddedHolders
Q1 202257$5.00K<0.1%−16−21.9%ReducedHolders
Q4 202173$6.00K<0.1%–No prior filingHolders