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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Consilio 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of SCHW by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,016−100.0%Sold outHolders
Q4 20252,016$201.4K0.1%+2,016NewHolders