Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,908
-$684 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,105
of 2,301 holders
Holding Since
Sep 2022
16 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, 2026IAG Wealth Partners, LLC holds $497,449 across 6 Capital Markets names. SCHW ranks #4 (7.4% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,908 | 400 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $37,592 | 400 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $39,964 | 400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $38,188 | 400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,324 | 705 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $55,187 | 705 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $52,177 | 705 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,691 | 705 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $62,120 | 843 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $60,982 | 843 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $25,456 | 370 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $20,313 | 370 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $20,971 | 370 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,380 | 370 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $30,806 | 370 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $35,575 | 495 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||