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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of SCHW by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,902−100.0%Sold outHolders
Q1 202611,902$1.12M<0.1%−57−0.5%ReducedHolders
Q4 202511,959$1.19M<0.1%+662+5.9%AddedHolders
Q3 202511,297$1.08M<0.1%+1,831+19.3%AddedHolders
Q2 20259,466$863.7K<0.1%+2,999+46.4%AddedHolders
Q1 20256,467$506.2K<0.1%+216+3.5%AddedHolders
Q4 20246,251$462.6K<0.1%+299+5.0%AddedHolders
Q3 20245,952$385.8K<0.1%+5,952NewHolders
Q2 20240$00.0%−5,881−100.0%Sold outHolders
Q1 20245,881$425.4K<0.1%+5,881NewHolders
Q4 20230$00.0%−5,445−100.0%Sold outHolders
Q3 20235,445$298.9K<0.1%+249+4.8%AddedHolders
Q2 20235,196$294.5K<0.1%+104+2.0%AddedHolders
Q1 20235,092$266.7K<0.1%+2,327+84.2%AddedHolders
Q4 20222,765$230.2K<0.1%+82+3.1%AddedHolders
Q3 20222,683$193.0K<0.1%+72+2.8%AddedHolders
Q2 20222,611$165.0K<0.1%−90−3.3%ReducedHolders
Q1 20222,701$228.0K<0.1%+165+6.5%AddedHolders
Q4 20212,536$213.0K<0.1%+500+24.6%AddedHolders
Q3 20212,036$148.0K<0.1%−113−5.3%ReducedHolders
Q2 20212,149$156.0K<0.1%−21−1.0%ReducedHolders
Q1 20212,170$141.0K<0.1%––Holders

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