ELEVATION WEALTH PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1976256 WALNUT CREEK, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$233,535

-$8,275 QoQ

Shares Held

2,531

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,886

of 2,304 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $700,729 across 12 Capital Markets names. SCHW ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	300	$303,411
2	SCHW	Schwab Charles Corp This page	2,531	$233,535
3	MS	Morgan Stanley	288	$60,203
4	EVR	Evercore Inc.	50	$17,072
5	SF	Stifel Financial Corp	237	$16,535
6	IBKR	Interactive Brokers Group, Inc.	181	$15,754
7	NMR	Nomura Holdings Inc	1,739	$15,268
8	VIRT	Virtu Financial, Inc.	233	$13,879

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,535	2,531	-1.6%	Shares	Sole	2026-07-08
2026-03-31	$241,810	2,573	+3.0%	Shares	Sole	2026-04-14
2025-12-31	$249,575	2,498	-2.8%	Shares	Sole	2026-01-09
2025-09-30	$245,453	2,571	+5.6%	Shares	Sole	2025-10-14
2025-06-30	$222,078	2,434	-3.7%	Shares	Sole	2025-07-08
2025-03-31	$197,891	2,528	+0.3%	Shares	Sole	2025-04-09
2024-12-31	$186,505	2,520	-44.9%	Shares	Sole	2025-01-29
2024-09-30	$296,181	4,570	+0.4%	Shares	Sole	2024-10-04
2024-06-30	$335,584	4,554	-31.5%	Shares	Sole	2024-07-09
2024-03-31	$480,699	6,645	-15.1%	Shares	Sole	2024-04-19
2023-12-31	$538,428	7,826	+39.2%	Shares	Sole	2024-01-17
2023-09-30	$308,592	5,621	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$318,371	5,617	-6.6%	Shares	Sole	2023-07-06
2023-03-31	$314,908	6,012	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.