Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- Latest filing
- Aug 10, 2026
SCHW holding history
Schwab Charles Corp in every 13F filed by Sweeney & Michel, 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)
- 8,254
- Value
- $888.2K
- % of portfolio
- 0.2%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,254 | $888.2K | 0.2% | +921+12.6% | Added | Holders |
| Q1 2026 | 7,333 | $709.8K | 0.2% | +115+1.6% | Added | Holders |
| Q4 2025 | 7,218 | $689.0K | 0.2% | +698+10.7% | Added | Holders |
| Q3 2025 | 6,520 | $599.6K | 0.2% | +12+0.2% | Added | Holders |
| Q2 2025 | 6,508 | $598.6K | 0.2% | +12+0.2% | Added | Holders |
| Q1 2025 | 6,496 | $454.3K | 0.2% | – | No prior filing | Holders |
| Q4 2024 | – | – | – | – | Not filed | Holders |
| Q3 2024 | 6,529 | $465.9K | 0.2% | +1,330+25.6% | Added | Holders |
| Q2 2024 | 5,199 | $387.5K | 0.2% | +508+10.8% | Added | Holders |
| Q1 2024 | 4,691 | $361.5K | 0.2% | – | No prior filing | Holders |
| Q4 2023 | – | – | – | – | Not filed | Holders |
| Q3 2023 | 6,548 | $359.5K | 0.2% | −287−4.2% | Reduced | Holders |
| Q2 2023 | 6,835 | $447.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 6,835 | $373.3K | 0.2% | – | No prior filing | Holders |