BIP Wealth, LLC

Position in SCHW — Schwab Charles Corp

CIK 1590214 ATLANTA, GA

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,234,849

-$15,930 QoQ

Shares Held

13,383

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,118

of 2,303 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $3,100,044 across 3 Capital Markets names. SCHW ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,485	$1,501,884
2	SCHW	Schwab Charles Corp This page	13,383	$1,234,849
3	MS	Morgan Stanley	1,738	$363,311

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,234,849	13,383	+0.6%	Shares	Sole	2026-08-03
2026-03-31	$1,250,779	13,309	+4.8%	Shares	Sole	2026-04-27
2025-12-31	$1,268,857	12,700	+0.8%	Shares	Sole	2026-01-21
2025-09-30	$1,203,399	12,605	+3.9%	Shares	Sole	2025-10-30
2025-06-30	$1,107,014	12,133	-27.3%	Shares	Sole	2025-07-31
2025-03-31	$1,306,414	16,689	-8.6%	Shares	Sole	2025-05-02
2024-12-31	$1,351,274	18,258	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$1,170,533	18,061	0.0%	Shares	Sole	2024-11-07
2024-06-30	$1,330,915	18,061	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,306,532	18,061	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,242,596	18,061	0.0%	Shares	Sole	2024-02-02
2023-09-30	$991,548	18,061	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,023,697	18,061	-0.1%	Shares	Sole	2023-07-27
2023-03-31	$946,768	18,075	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.