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Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Miller 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 2026)
100
Value
$9.23K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of SCHW by Miller Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026100$9.23K<0.1%00.0%UnchangedHolders
Q1 2026100$9.40K<0.1%00.0%UnchangedHolders
Q4 2025100$9.99K<0.1%00.0%UnchangedHolders
Q3 2025100$9.55K<0.1%00.0%UnchangedHolders
Q2 2025100$9.12K<0.1%00.0%UnchangedHolders
Q1 2025100$7.83K<0.1%00.0%UnchangedHolders
Q4 2024100$7.40K<0.1%00.0%UnchangedHolders
Q3 2024100$7.19K<0.1%00.0%UnchangedHolders
Q2 2024100$7.37K<0.1%00.0%UnchangedHolders
Q1 2024100$7.23K<0.1%00.0%UnchangedHolders
Q4 2023100$6.88K<0.1%00.0%UnchangedHolders
Q3 2023100$5.49K<0.1%00.0%UnchangedHolders
Q2 2023100$5.67K<0.1%+100NewHolders