Financial Management Professionals, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1568132
AUSTIN, TX
Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$298,585
-$10,327 QoQ
Shares Held
3,236
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#173
of 245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Financial Management Professionals, Inc. holds $2,406,550 across 16 Capital Markets names. SCHW ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,245 | $1,723,534 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,236 | $298,585 | |
| 3 | GS |
Goldman Sachs Group Inc
|
140 | $141,591 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
463 | $130,417 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
723 | $62,929 | |
| 6 | ETOR |
eToro Group Ltd.
|
536 | $21,155 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
139 | $13,938 | |
| 8 | IREN |
IREN Ltd
|
200 | $9,146 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,585 | 3,236 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $308,912 | 3,287 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $309,521 | 3,098 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $305,790 | 3,203 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $283,117 | 3,103 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $212,608 | 2,716 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $195,090 | 2,636 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $177,255 | 2,735 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $233,523 | 3,169 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $249,283 | 3,446 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $196,836 | 2,861 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $141,093 | 2,570 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $145,667 | 2,570 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $169,344 | 3,233 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $377,334 | 4,532 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $310,262 | 4,317 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $145,250 | 2,299 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $189,444 | 2,247 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $167,190 | 1,988 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $113,921 | 1,564 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $113,874 | 1,564 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $101,941 | 1,564 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $82,954 | 1,564 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $42,389 | 1,170 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $43,862 | 1,300 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $43,706 | 1,300 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||