Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,004,451
-$33,558 QoQ
Shares Held
10,886
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,209
of 2,304 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,785,728 across 16 Capital Markets names. SCHW ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,512 | $9,620,151 | |
| 2 | MS |
Morgan Stanley
|
16,397 | $3,427,628 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
10,886 | $1,004,451 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,025 | $288,722 | |
| 5 | LAZ |
Lazard, Inc.
|
2,808 | $117,767 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
2,119 | $105,907 | |
| 7 | PIPR |
Piper Sandler Companies
|
1,068 | $77,259 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
511 | $51,243 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,451 | 10,886 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,038,009 | 11,045 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,102,107 | 11,031 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,071,173 | 11,220 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,027,544 | 11,262 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $883,389 | 11,285 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $835,424 | 11,288 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $742,787 | 11,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $638,155 | 8,660 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $617,711 | 8,539 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $489,030 | 7,108 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $304,475 | 5,546 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $329,084 | 5,806 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $236,129 | 4,508 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $356,602 | 4,283 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $311,197 | 4,330 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $275,464 | 4,360 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $355,619 | 4,218 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $349,771 | 4,159 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $293,690 | 4,032 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $293,569 | 4,032 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $267,042 | 4,097 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $218,896 | 4,127 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||