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 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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's SCHW Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $3.83K and leaving 2,531 shares worth $233K. 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 14 quarters since. The position peaked at $481K in Q1 2024. 867 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Elevation Wealth Partners held 2,531 shares of Charles Schwab worth $233K as of Q2 2026.
Elevation Wealth Partners sold 42 Charles Schwab shares in Q2 2026, an estimated $3.83K.
Charles Schwab made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #123 holding.
Elevation Wealth Partners first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Charles Schwab position peaked at $481K in Q1 2024.
867 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.