Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,802,837
+$91,715 QoQ
Shares Held
52,052
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#655
of 2,303 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $30,228,743 across 13 Capital Markets names. SCHW ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
45,127 | $9,433,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,973 | $9,075,022 | |
| 3 | SCHW |
Schwab Charles Corp
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|
52,052 | $4,802,837 | |
| 4 | HUT |
Hut 8 Corp.
|
20,339 | $2,348,035 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,670 | $1,771,947 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
4,839 | $1,363,049 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,494 | $478,197 | |
| 8 | NMR |
Nomura Holdings Inc
|
40,360 | $354,360 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,802,837 | 52,052 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,711,122 | 50,129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,506,140 | 55,111 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,744,046 | 39,217 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,365,752 | 36,889 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,060,981 | 39,103 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,542,168 | 34,349 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,606,009 | 40,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,425,063 | 32,909 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,015,102 | 27,856 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,713,463 | 24,905 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,311,505 | 23,889 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,132,589 | 55,268 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $666,954 | 12,733 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,186,357 | 16,507 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,019,787 | 16,141 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $651,547 | 7,728 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $385,598 | 4,585 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $506,310 | 6,951 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $270,853 | 3,720 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $220,764 | 3,387 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $209,985 | 3,959 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $221,368 | 6,561 | 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. | ||||||