Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$740,651
-$4,328 QoQ
Shares Held
8,027
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,348
of 2,309 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Intrepid Financial Planning Group LLC holds $1,187,167 across 3 Capital Markets names. SCHW ranks #1 (62.4% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,651 | 8,027 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $744,979 | 7,927 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $579,677 | 5,802 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $553,916 | 5,802 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $574,994 | 6,302 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $493,320 | 6,302 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486,393 | 6,572 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $425,931 | 6,572 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $262,852 | 3,567 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $258,036 | 3,567 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $245,409 | 3,567 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $205,875 | 3,750 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||