IFG Advisory, LLC

Position in SCHW — Schwab Charles Corp

CIK 1728319 ATLANTA, GA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,744,202

-$659,132 QoQ

Shares Held

29,741

-12.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#826

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Financial Services · as of Jun 30, 2026

IFG Advisory, LLC holds $9,105,621 across 18 Capital Markets names. SCHW ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	21,966	$4,591,772
2	SCHW	Schwab Charles Corp This page	29,741	$2,744,202
3	GS	Goldman Sachs Group Inc	1,289	$1,303,655
4	LPLA	LPL Financial Holdings Inc.	872	$245,624
5	IREN	IREN Ltd	1,877	$85,835
6	HIVE	HIVE Digital Technologies Ltd.	8,200	$29,848
7	HOOD	Robinhood Markets, Inc.	290	$29,081
8	BMNR	Bitmine Immersion Technologies, Inc.	1,890	$25,155

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,744,202	29,741	-12.7%	Shares	Sole	2026-08-14
2025-12-31	$3,403,334	34,064	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$3,224,976	33,780	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$3,057,908	33,515	+0.9%	Shares	Sole	2025-08-04
2025-03-31	$2,599,991	33,214	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$2,466,457	33,326	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$2,162,904	33,373	-0.9%	Shares	Sole	2024-10-30
2024-06-30	$2,481,584	33,676	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$2,445,887	33,811	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$2,330,875	33,879	+0.8%	Shares	Sole	2024-01-17
2023-09-30	$1,845,738	33,620	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$1,935,111	34,141	+617.4%	Shares	Sole	2023-07-21
2023-03-31	$249,276	4,759	-21.2%	Shares	Sole	2023-04-26
2022-12-31	$503,140	6,043	-2.1%	Shares	Sole	2023-01-31
2022-09-30	$443,797	6,175	+2.4%	Shares	Sole	2022-10-28
2022-06-30	$381,038	6,031	-17.0%	Shares	Sole	2022-08-04
2022-03-31	$612,596	7,266	-56.9%	Shares	Sole	2022-05-04
2021-12-31	$1,416,832	16,847	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$1,240,392	17,029	-0.9%	Shares	Sole	2021-10-12
2021-06-30	$1,250,875	17,180	-4.7%	Shares	Sole	2021-07-21
2021-03-31	$1,175,065	18,028	-0.2%	Shares	Sole	2021-04-19
2020-12-31	$958,114	18,064	-0.4%	Shares	Sole	2021-02-08
2020-09-30	$656,922	18,132	+1.1%	Shares	Sole	2020-11-02
2020-06-30	$605,228	17,938	+103.7%	Shares	Sole	2020-08-10
2020-03-31	$296,124	8,808	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.