IFP Advisors, Inc

Position in SCHW — Schwab Charles Corp

CIK 1641866 TAMPA, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,778,224

-$219,015 QoQ

Shares Held

62,623

-1.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#69

of 439 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. SCHW ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,172	$9,276,285
2	SCHW	Schwab Charles Corp This page	62,623	$5,778,224
3	MS	Morgan Stanley	21,762	$4,549,128
4	HOOD	Robinhood Markets, Inc.	12,430	$1,246,480
5	HUT	Hut 8 Corp.	5,601	$646,607
6	SF	Stifel Financial Corp	6,018	$419,875
7	WULF	Terawulf Inc.	15,124	$373,562
8	PWP	Perella Weinberg Partners	21,354	$340,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,778,224	62,623	-1.9%	Shares	Sole	2026-07-20
2026-03-31	$5,997,239	63,814	+26.4%	Shares	Sole	2026-04-13
2025-12-31	$5,043,956	50,485	+143.9%	Shares	Sole	2026-02-06
2025-09-30	$1,976,229	20,700	+3.0%	Shares	Sole	2026-02-06
2025-06-30	$1,833,741	20,098	-10.4%	Shares	Sole	2025-07-24
2025-03-31	$1,756,681	22,441	+2.2%	Shares	Sole	2025-05-05
2024-12-31	$1,625,481	21,963	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$1,418,366	21,885	+3.3%	Shares	Sole	2025-02-04
2024-06-30	$1,561,491	21,190	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$1,584,897	21,909	-22.5%	Shares	Sole	2024-07-30
2023-12-31	$1,944,219	28,259	-42.0%	Shares	Sole	2024-01-09
2023-09-30	$2,674,343	48,713	+74.2%	Shares	Sole	2023-10-12
2023-06-30	$1,585,226	27,968	+31.0%	Shares	Sole	2023-08-14
2023-03-31	$1,118,155	21,347	+73.6%	Shares	Sole	2023-04-18
2022-12-31	$1,023,598	12,294	-17.4%	Shares	Sole	2023-02-07
2022-09-30	$1,069,209	14,877	+20.4%	Shares	Sole	2022-11-08
2022-06-30	$780,462	12,353	0.0%	Shares	Sole	2022-09-06
2022-03-31	$1,041,481	12,353	+19.1%	Shares	Sole	2022-09-06
2021-12-31	$872,537	10,375	+4.3%	Shares	Sole	2022-01-12
2021-09-30	$724,539	9,947	+30.1%	Shares	Sole	2021-10-06
2021-06-30	$556,632	7,645	-13.3%	Shares	Sole	2021-07-13
2021-03-31	$574,626	8,816	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$472,957	8,917	+112.1%	Shares	Sole	2021-01-25
2020-09-30	$152,347	4,205	+7.9%	Shares	Sole	2020-10-29
2020-06-30	$131,518	3,898	-17.2%	Shares	Sole	2020-08-05
2020-03-31	$158,249	4,707	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.