Sovran Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 2051471 SAN DIEGO, CA

Position in SCHW

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

Position Value

$1,494,128

+$33,397 QoQ

Shares Held

16,193

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,042

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

Sovran Advisors, LLC holds $8,656,376 across 4 Capital Markets names. SCHW ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	37,437	$3,258,516
2	GS	Goldman Sachs Group Inc	2,923	$2,956,234
3	SCHW	Schwab Charles Corp This page	16,193	$1,494,128
4	BMNR	Bitmine Immersion Technologies, Inc.	71,187	$947,498

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,494,128	16,193	+4.2%	Shares	Sole	2026-07-30
2026-03-31	$1,460,731	15,543	+6.5%	Shares	Sole	2026-05-01
2025-12-31	$1,457,586	14,589	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.