Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,595,633
+$992,777 QoQ
Shares Held
27,619
+72.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $35,533,723 across 26 Capital Markets names. SCHW ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,378 | $12,163,644 | |
| 2 | MS |
Morgan Stanley
|
33,688 | $5,544,034 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
43,503 | $3,014,757 | |
| 4 | SCHW |
Schwab Charles Corp
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|
27,619 | $2,595,633 | |
| 5 | SF |
Stifel Financial Corp
|
21,462 | $1,586,471 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
7,796 | $1,286,184 | |
| 7 | TW |
Tradeweb Markets Inc.
|
10,414 | $1,225,311 | |
| 8 | EVR |
Evercore Inc.
|
3,185 | $950,754 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||