INSIGHT 2811, INC.

Position in SCHW — Schwab Charles Corp

CIK 1334952 CHICAGO, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,602,729

+$262,481 QoQ

Shares Held

17,370

+21.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.86%

of 13F equity value

Holder Rank

#1,011

of 2,303 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

INSIGHT 2811, INC. holds $3,229,988 across 3 Capital Markets names. SCHW ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	17,370	$1,602,729
2	MS	Morgan Stanley	4,838	$1,011,335
3	GS	Goldman Sachs Group Inc	609	$615,924

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,602,729	17,370	+21.8%	Shares	Sole	2026-08-11
2026-03-31	$1,340,248	14,261	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$1,426,714	14,280	+301.2%	Shares	Sole	2026-02-03
2021-06-30	$259,130	3,559	0.0%	Shares	Sole	2021-08-04
2021-03-31	$231,975	3,559	-8.3%	Shares	Sole	2021-04-29
2020-12-31	$205,954	3,883	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.