Independent Advisor Alliance

Position in SCHW — Schwab Charles Corp

CIK 1696899 CHARLOTTE, NC

Position in SCHW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,711,122

-$795,018 QoQ

Shares Held

50,129

-9.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Independent Advisor Alliance holds $27,351,919 across 13 Capital Markets names. SCHW ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	50,622	$8,330,861
2	GS	Goldman Sachs Group Inc	8,307	$7,027,638
3	SCHW	Schwab Charles Corp This page	50,129	$4,711,122
4	HOOD	Robinhood Markets, Inc.	54,626	$3,785,581
5	LPLA	LPL Financial Holdings Inc.	5,035	$1,514,678
6	HUT	Hut 8 Corp.	21,465	$1,006,922
7	IBKR	Interactive Brokers Group, Inc.	5,129	$344,001
8	CRCL	Circle Internet Group, Inc.	2,411	$230,032

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,711,122	50,129	-9.0%	Shares	Sole	2026-05-12
2025-12-31	$5,506,140	55,111	+40.5%	Shares	Sole	2026-02-04
2025-09-30	$3,744,046	39,217	+6.3%	Shares	Sole	2025-11-04
2025-06-30	$3,365,752	36,889	-5.7%	Shares	Sole	2025-08-11
2025-03-31	$3,060,981	39,103	+13.8%	Shares	Sole	2025-05-12
2024-12-31	$2,542,168	34,349	-14.6%	Shares	Sole	2025-02-07
2024-09-30	$2,606,009	40,210	+22.2%	Shares	Sole	2024-11-13
2024-06-30	$2,425,063	32,909	+18.1%	Shares	Sole	2024-08-12
2024-03-31	$2,015,102	27,856	+11.8%	Shares	Sole	2024-05-08
2023-12-31	$1,713,463	24,905	+4.3%	Shares	Sole	2024-02-08
2023-09-30	$1,311,505	23,889	-56.8%	Shares	Sole	2023-10-24
2023-06-30	$3,132,589	55,268	+334.1%	Shares	Sole	2023-07-28
2023-03-31	$666,954	12,733	-22.9%	Shares	Sole	2023-05-12
2022-09-30	$1,186,357	16,507	+2.3%	Shares	Sole	2022-11-04
2022-06-30	$1,019,787	16,141	+108.9%	Shares	Sole	2022-08-04
2022-03-31	$651,547	7,728	+68.5%	Shares	Sole	2022-05-06
2021-12-31	$385,598	4,585	-34.0%	Shares	Sole	2022-02-11
2021-09-30	$506,310	6,951	+86.9%	Shares	Sole	2021-11-01
2021-06-30	$270,853	3,720	+9.8%	Shares	Sole	2021-08-12
2021-03-31	$220,764	3,387	-14.4%	Shares	Sole	2021-05-14
2020-12-31	$209,985	3,959	-39.7%	Shares	Sole	2021-02-11
2020-06-30	$221,368	6,561	-27.6%	Shares	Sole	2020-08-06
2020-03-31	$304,731	9,064	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.