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Central Valley Advisors, LLC

SEC CIK
0002010698
Latest filing
Jul 21, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Central Valley 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)
2,838
Value
$261.9K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of SCHW by Central Valley Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,838$261.9K0.1%00.0%UnchangedHolders
Q1 20262,838$266.7K0.1%00.0%UnchangedHolders
Q4 20252,838$283.5K0.1%00.0%UnchangedHolders
Q3 20252,838$270.9K0.1%+2,838NewHolders