Evolution Wealth Advisors, LLC

SEC CIK: 0001763121
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Evolution Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of SCHW by Evolution Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−136−100.0%	Sold out	Holders
Q3 2021	136	$10.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	136	$10.0K	<0.1%	+10+7.9%	Added	Holders
Q1 2021	126	$8.00K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.