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Abound Financial, LLC

SEC CIK
0002024264
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Abound Financial, 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)
1,173
Value
$108.2K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of SCHW by Abound Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,173$108.2K<0.1%00.0%UnchangedHolders
Q1 20261,173$110.2K<0.1%00.0%UnchangedHolders
Q4 20251,173$117.2K<0.1%+1,173NewHolders
Q2 20250$00.0%−1,173−100.0%Sold outHolders
Q1 20251,173$91.8K<0.1%+1,173NewHolders