Integrated Advisors Network LLC

Position in SCHW — Schwab Charles Corp

CIK 1660177 DALLAS, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,794,485

+$3,274,183 QoQ

Shares Held

73,637

+96.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#576

of 2,296 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Advisors Network LLC holds $24,211,562 across 4 Capital Markets names. SCHW ranks #3 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,204	$9,308,649
2	MS	Morgan Stanley	37,324	$7,802,208
3	SCHW	Schwab Charles Corp This page	73,637	$6,794,485
4	SF	Stifel Financial Corp	4,389	$306,220

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,794,485	73,637	+96.6%	Shares	Sole	2026-08-11
2026-03-31	$3,520,302	37,458	-50.0%	Shares	Sole	2026-04-28
2025-12-31	$7,483,059	74,898	+54.5%	Shares	Sole	2026-02-17
2025-09-30	$4,627,526	48,471	-2.5%	Shares	Sole	2025-11-12
2025-06-30	$4,534,901	49,703	-11.8%	Shares	Sole	2025-08-12
2025-03-31	$4,411,625	56,357	+281.0%	Shares	Sole	2025-04-15
2024-12-31	$1,094,755	14,792	-12.8%	Shares	Sole	2025-02-25
2024-09-30	$1,099,372	16,963	-70.4%	Shares	Sole	2024-10-25
2024-06-30	$4,219,931	57,266	+8.6%	Shares	Sole	2024-08-09
2024-03-31	$3,816,079	52,752	+49.4%	Shares	Sole	2024-05-06
2023-12-31	$2,429,121	35,307	+197.2%	Shares	Sole	2024-02-26
2023-09-30	$652,157	11,879	-2.8%	Shares	Sole	2023-11-16
2023-06-30	$692,969	12,226	+17.2%	Shares	Sole	2023-07-14
2023-03-31	$546,637	10,436	-29.0%	Shares	Sole	2023-05-08
2022-12-31	$1,223,339	14,693	+311.3%	Shares	Sole	2023-02-02
2022-09-30	$256,719	3,572	+4.9%	Shares	Sole	2022-11-08
2022-06-30	$215,064	3,404	-18.1%	Shares	Sole	2022-08-12
2022-03-31	$350,476	4,157	-0.6%	Shares	Sole	2022-05-02
2021-12-31	$351,790	4,183	+26.0%	Shares	Sole	2022-02-14
2021-09-30	$241,755	3,319	-47.8%	Shares	Sole	2021-11-15
2020-03-31	$213,621	6,354	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.