Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,230,280
-$663,123 QoQ
Shares Held
35,009
-15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#775
of 2,304 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $44,417,166 across 16 Capital Markets names. SCHW ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
79,775 | $16,676,166 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,005 | $16,186,976 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
35,009 | $3,230,280 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,927 | $1,669,517 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
18,189 | $1,583,170 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,238 | $1,427,786 | |
| 7 | IREN |
IREN Ltd
|
15,180 | $694,181 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
16,092 | $494,185 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,230,280 | 35,009 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,893,403 | 41,428 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,350,483 | 13,517 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,634,255 | 17,118 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $2,023,270 | 29,408 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,218,725 | 22,199 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,276,433 | 22,520 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $992,958 | 11,926 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $862,296 | 11,998 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $515,927 | 8,166 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $652,559 | 7,740 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $609,304 | 7,245 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $535,082 | 7,346 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $472,027 | 6,483 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $413,371 | 6,342 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $310,973 | 5,863 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $216,691 | 5,981 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $643,927 | 19,085 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $506,922 | 15,078 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||