Elevated Capital Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1802387 SANDY, UT

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,768

-$51 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,265

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Elevated Capital Advisors, LLC holds $397,586 across 6 Capital Markets names. SCHW ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,368	$285,966
2	GS	Goldman Sachs Group Inc	75	$75,852
3	EVR	Evercore Inc.	84	$28,680
4	LPLA	LPL Financial Holdings Inc.	14	$3,943
5	SCHW	Schwab Charles Corp This page	30	$2,768
6	NMR	Nomura Holdings Inc	43	$377

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,768	30	0.0%	Shares	Sole	2026-08-03
2026-03-31	$2,819	30	-36.2%	Shares	Sole	2026-04-30
2025-12-31	$4,695	47	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.