Integrated Investment Consultants, LLC
Position in SCHW — Schwab Charles Corp
CIK 1665337
BLOOMFIELD HILLS, MI
Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,482,315
-$85,174 QoQ
Shares Held
16,065
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,040
of 2,296 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $3,339,381 across 6 Capital Markets names. SCHW ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
16,065 | $1,482,315 | |
| 2 | MS |
Morgan Stanley
|
2,563 | $535,768 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
3,088 | $414,192 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,265 | $356,325 | |
| 5 | SF |
Stifel Financial Corp
|
4,345 | $303,150 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
4,157 | $247,631 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,482,315 | 16,065 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $1,567,489 | 16,679 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $2,019,777 | 20,216 | Shares | Other | 2026-03-03 | |
| 2025-09-30 | $1,860,421 | 19,487 | Shares | Other | 2025-11-18 | |
| 2025-06-30 | $2,277,895 | 24,966 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,177,745 | 27,820 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,098,625 | 28,356 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,863,420 | 104,278 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,086,973 | 28,321 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $2,048,740 | 28,321 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $1,810,678 | 26,318 | Shares | Other | 2024-05-28 | |
| 2023-09-30 | $1,163,934 | 21,201 | Shares | Other | 2024-05-28 | |
| 2023-06-30 | $695,803 | 12,276 | Shares | Other | 2023-07-18 | |
| 2023-03-31 | $454,553 | 8,678 | Shares | Other | 2023-07-18 | |
| 2022-12-31 | $517,877 | 6,220 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $373,076 | 5,191 | Shares | Other | 2022-11-21 | |
| 2022-03-31 | $311,188 | 3,691 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $450,271 | 5,354 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $231,120 | 3,173 | Shares | Other | 2021-10-28 | |
| 2021-06-30 | $231,025 | 3,173 | Shares | Other | 2021-07-21 | |
| 2021-03-31 | $229,367 | 3,519 | Shares | Other | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||