IMA Advisory Services, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1455495 DENVER, CO

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$305,690

+$190,189 QoQ

Shares Held

3,313

+169.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,735

of 2,304 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $1,451,677 across 11 Capital Markets names. SCHW ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,281	$476,820
2	HOOD	Robinhood Markets, Inc.	3,287	$329,620
3	SCHW	Schwab Charles Corp This page	3,313	$305,690
4	GS	Goldman Sachs Group Inc	246	$248,797
5	IBKR	Interactive Brokers Group, Inc.	490	$42,649
6	BMNR	Bitmine Immersion Technologies, Inc.	2,800	$37,268
7	VIRT	Virtu Financial, Inc.	82	$4,884
8	SF	Stifel Financial Corp	58	$4,046

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,690	3,313	+169.6%	Shares	Sole	2026-08-10
2026-03-31	$115,501	1,229	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$122,989	1,231	+6.3%	Shares	Sole	2026-02-11
2025-09-30	$110,554	1,158	0.0%	Shares	Sole	2025-11-06
2025-06-30	$105,655	1,158	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$90,022	1,150	-9.9%	Shares	Sole	2025-05-06
2024-09-30	$82,697	1,276	+219.0%	Shares	Sole	2024-11-14
2023-09-30	$21,960	400	0.0%	Shares	Sole	2023-11-28
2023-06-30	$22,672	400	+33.3%	Shares	Sole	2023-08-15
2023-03-31	$15,714	300	-88.1%	Shares	Sole	2023-05-16
2020-03-31	$84,722	2,520	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.