Skip to main content

Element Pointe Advisors, LLC

SEC CIK
0001764059
Latest filing
Aug 7, 2026

SCHW holding history

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

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
10,216
Value
$942.7K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of SCHW by Element Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,216$942.7K0.2%+150+1.5%AddedHolders
Q1 202610,066$946.0K0.2%+10,066NewHolders