SPWM Advisors LLC

SEC CIK: 0002111209
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by SPWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 17,069
Value: $1.73M
% of portfolio: 1.6%
Quarters held: 3; Since Q4 2025

Holdings of SCHW by SPWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,069	$1.73M	1.6%	−4,325−20.2%	Reduced	Holders
Q1 2026	21,394	$1.93M	1.7%	−1,211−5.4%	Reduced	Holders
Q4 2025	22,605	$2.26M	2.2%	–	No prior filing	Holders