Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,550,339
+$3,954,706 QoQ
Shares Held
70,991
+157.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#586
of 2,309 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $55,986,957 across 53 Capital Markets names. SCHW ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,432 | $17,630,201 | |
| 2 | MS |
Morgan Stanley
|
48,243 | $10,084,716 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
70,991 | $6,550,339 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
41,223 | $4,133,842 | |
| 5 | WULF |
Terawulf Inc.
|
93,432 | $2,307,770 | |
| 6 | HUT |
Hut 8 Corp.
|
17,433 | $2,012,552 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
21,967 | $1,912,007 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,061 | $1,401,319 |
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,550,339 | 70,991 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,595,633 | 27,619 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,602,856 | 16,043 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,340,447 | 24,515 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,867,226 | 20,465 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $970,515 | 12,398 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $851,929 | 11,511 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $770,720 | 11,892 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,256,488 | 17,051 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,360,860 | 18,812 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,063,510 | 15,458 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,180,240 | 21,498 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,362,587 | 24,040 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $843,632 | 16,106 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $578,740 | 6,951 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $486,631 | 6,771 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $391,336 | 6,194 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $375,853 | 4,458 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $617,462 | 7,342 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $305,272 | 4,191 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||