Elevation Wealth Partners
SCHW icon

Elevation Wealth Partners’s Charles Schwab SCHW Stock Holding History

Elevation Wealth Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265K Buy
2,708
+177
+7% +$18.6K 0.07% 123
2026
Q2 		$233K Sell
2,531
-42
-2% -$3.83K 0.07% 123
2026
Q1 		$242K Buy
2,573
+75
+3% +$7.36K 0.09% 105
2025
Q4 		$250K Sell
2,498
-73
-3% -$6.92K 0.09% 106
2025
Q3 		$245K Buy
2,571
+137
+6% +$13K 0.09% 106
2025
Q2 		$222K Sell
2,434
-94
-4% -$7.87K 0.09% 109
2025
Q1 		$198K Buy
2,528
+8
+0.3% +$628 0.09% 110
2024
Q4 		$187K Sell
2,520
-2,050
-45% -$153K 0.08% 117
2024
Q3 		$296K Buy
4,570
+16
+0.4% +$1.05K 0.13% 90
2024
Q2 		$336K Sell
4,554
-2,091
-31% -$154K 0.16% 79
2024
Q1 		$481K Sell
6,645
-1,181
-15% -$77.8K 0.24% 70
2023
Q4 		$430K Buy
7,826
+2,205
+39% +$127K 0.26% 70
2023
Q3 		$309K Buy
5,621
+4
+0.1% +$242 0.27% 46
2023
Q2 		$318K Sell
5,617
-395
-7% -$20.7K 0.27% 46
2023
Q1 		$315K Buy
+6,012
New +$440K 0.29% 46

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's SCHW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Charles Schwab (SCHW) stake by 7% in Q3 2026, buying an estimated $18.6K and bringing the position to 2,708 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #123.

Elevation Wealth Partners first reported a position in SCHW in Q1 2023 and has held it in 15 quarters since. The position peaked at $481K in Q1 2024. 797 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Elevation Wealth Partners held 2,708 shares of Charles Schwab worth $265K as of Q3 2026.
  • Elevation Wealth Partners bought 177 Charles Schwab shares in Q3 2026, an estimated $18.6K.
  • Charles Schwab made up 0.07% of Elevation Wealth Partners's portfolio in Q3 2026, its #123 holding.
  • Elevation Wealth Partners first reported a position in Charles Schwab in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Charles Schwab position peaked at $481K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.