Skip to main content

Fullcircle Wealth LLC

SEC CIK
0002030910
Latest filing
Nov 5, 2025

SCHW holding history

Schwab Charles Corp in every 13F filed by Fullcircle Wealth 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 Q3 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of SCHW by Fullcircle Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,498−100.0%Sold outHolders
Q3 20246,498$468.1K0.2%−6,075−48.3%ReducedHolders
Q2 202412,573$805.6K0.4%–No prior filingHolders