Back to SCHW-PJ
ELEVATION WEALTH PARTNERS, LLC → SCHW-PJ
ELEVATION WEALTH PARTNERS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
70
Latest value
$594K
Q3 2026
Peak value
$23.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $245K |
| Q3 2025 | $3M |
| Q3 2025 | $11.5M |
| Q3 2025 | $254K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $131K |
| Q3 2025 | $1.5M |
| Q3 2025 | $3K |
| Q3 2025 | $19.6M |
| Q3 2025 | $3.3M |
| Q3 2025 | $827K |
| Q3 2025 | $4.4M |
| Q3 2025 | $1.8M |
| Q4 2025 | $250K |
| Q4 2025 | $3.1M |
| Q4 2025 | $11.3M |
| Q4 2025 | $251K |
| Q4 2025 | $1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $134K |
| Q4 2025 | $1.5M |
| Q4 2025 | $3K |
| Q4 2025 | $20.1M |
| Q4 2025 | $3.6M |
| Q4 2025 | $766K |
| Q4 2025 | $4.7M |
| Q4 2025 | $1.4M |
| Q1 2026 | $242K |
| Q1 2026 | $3M |
| Q1 2026 | $10.4M |
| Q1 2026 | $224K |
| Q1 2026 | $1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $129K |
| Q1 2026 | $1.5M |
| Q1 2026 | $3K |
| Q1 2026 | $20.6M |
| Q1 2026 | $4.2M |
| Q1 2026 | $842K |
| Q1 2026 | $5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $233K |
| Q2 2026 | $3.4M |
| Q2 2026 | $11.6M |
| Q2 2026 | $255K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $120K |
| Q2 2026 | $1.6M |
| Q2 2026 | $4K |
| Q2 2026 | $23.3M |
| Q2 2026 | $4.3M |
| Q2 2026 | $934K |
| Q2 2026 | $5.6M |
| Q2 2026 | $1.3M |
| Q3 2026 | $265K |
| Q3 2026 | $3.5M |
| Q3 2026 | $11.6M |
| Q3 2026 | $285K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $126K |
| Q3 2026 | $1.5M |
| Q3 2026 | $3K |
| Q3 2026 | $23.7M |
| Q3 2026 | $4.6M |
| Q3 2026 | $937K |
| Q3 2026 | $5.2M |
| Q3 2026 | $594K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $594K | 11.9K | — | — |
| Q3 2026 | $5.2M | 234.7K | — | — |
| Q3 2026 | $937K | 34.1K | — | — |
| Q3 2026 | $4.6M | 140.4K | — | — |
| Q3 2026 | $23.7M | 754.4K | — | — |
| Q3 2026 | $3K | 97 | — | — |
| Q3 2026 | $1.5M | 28.8K | — | — |
| Q3 2026 | $126K | 3.0K | — | — |
| Q3 2026 | $1.3M | 39.2K | — | — |
| Q3 2026 | $1.1M | 33.2K | — | — |
| Q3 2026 | $285K | 7.9K | — | — |
| Q3 2026 | $11.6M | 388.2K | — | — |
| Q3 2026 | $3.5M | 118.6K | — | — |
| Q3 2026 | $265K | 2.7K | — | — |
| Q2 2026 | $1.3M | 26.5K | — | — |
| Q2 2026 | $5.6M | 235.3K | — | — |
| Q2 2026 | $934K | 33.7K | — | — |
| Q2 2026 | $4.3M | 137.2K | — | — |
| Q2 2026 | $23.3M | 748.0K | — | — |
| Q2 2026 | $4K | 96 | — | — |
| Q2 2026 | $1.6M | 29.5K | — | — |
| Q2 2026 | $120K | 3.0K | — | — |
| Q2 2026 | $1.4M | 38.0K | — | — |
| Q2 2026 | $1.2M | 32.9K | — | — |
| Q2 2026 | $255K | 7.5K | — | — |
| Q2 2026 | $11.6M | 393.0K | — | — |
| Q2 2026 | $3.4M | 115.7K | — | — |
| Q2 2026 | $233K | 2.5K | — | — |
| Q1 2026 | $1.3M | 26.8K | — | — |
| Q1 2026 | $5M | 231.1K | — | — |
| Q1 2026 | $842K | 34.0K | — | — |
| Q1 2026 | $4.2M | 136.6K | — | — |
| Q1 2026 | $20.6M | 741.2K | — | — |
| Q1 2026 | $3K | 96 | — | — |
| Q1 2026 | $1.5M | 31.4K | — | — |
| Q1 2026 | $129K | 3.4K | — | — |
| Q1 2026 | $1.1M | 37.9K | — | — |
| Q1 2026 | $1M | 33.6K | — | — |
| Q1 2026 | $224K | 7.7K | — | — |
| Q1 2026 | $10.4M | 404.1K | — | — |
| Q1 2026 | $3M | 117.8K | — | — |
| Q1 2026 | $242K | 2.6K | — | — |
| Q4 2025 | $1.4M | 30.9K | — | — |
| Q4 2025 | $4.7M | 222.6K | — | — |
| Q4 2025 | $766K | 31.9K | — | — |
| Q4 2025 | $3.6M | 131.5K | — | — |
| Q4 2025 | $20.1M | 737.5K | — | — |
| Q4 2025 | $3K | 96 | — | — |
| Q4 2025 | $1.5M | 32.7K | — | — |
| Q4 2025 | $134K | 3.7K | — | — |
| Q4 2025 | $1.1M | 37.4K | — | — |
| Q4 2025 | $1M | 33.6K | — | — |
| Q4 2025 | $251K | 7.7K | — | — |
| Q4 2025 | $11.3M | 420.6K | — | — |
| Q4 2025 | $3.1M | 117.8K | — | — |
| Q4 2025 | $250K | 2.5K | — | — |
| Q3 2025 | $1.8M | 39.3K | — | — |
| Q3 2025 | $4.4M | 205.4K | — | — |
| Q3 2025 | $827K | 35.5K | — | — |
| Q3 2025 | $3.3M | 121.5K | — | — |
| Q3 2025 | $19.6M | 744.5K | — | — |
| Q3 2025 | $3K | 95 | — | — |
| Q3 2025 | $1.5M | 34.3K | — | — |
| Q3 2025 | $131K | 3.6K | — | — |
| Q3 2025 | $1.1M | 39.1K | — | — |
| Q3 2025 | $1.1M | 36.1K | — | — |
| Q3 2025 | $254K | 8.0K | — | — |
| Q3 2025 | $11.5M | 437.5K | — | — |
| Q3 2025 | $3M | 117.8K | — | — |
| Q3 2025 | $245K | 2.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B