Sovran Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 2051471 SAN DIEGO, CA

Position in SCHW

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$1,460,731

+$3,145 QoQ

Shares Held

15,543

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sovran Advisors, LLC holds $11,258,001 across 4 Capital Markets names. SCHW ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMNR	Bitmine Immersion Technologies, Inc.	252,630	$4,997,021
2	GS	Goldman Sachs Group Inc	2,891	$2,445,757
3	IBKR	Interactive Brokers Group, Inc.	35,105	$2,354,492
4	SCHW	Schwab Charles Corp This page	15,543	$1,460,731

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.