Interchange Capital Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1845998 PITTSBURGH, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$266,937

-$143,093 QoQ

Shares Held

2,893

-29.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,806

of 2,304 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $5,703,372 across 5 Capital Markets names. SCHW ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	14,583	$3,048,430
2	GS	Goldman Sachs Group Inc	1,145	$1,158,018
3	HOOD	Robinhood Markets, Inc.	7,069	$708,879
4	IBKR	Interactive Brokers Group, Inc.	5,987	$521,108
5	SCHW	Schwab Charles Corp This page	2,893	$266,937

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,937	2,893	-29.5%	Shares	Sole	2026-07-20
2025-12-31	$410,030	4,104	+2.8%	Shares	Sole	2026-01-30
2025-09-30	$381,116	3,992	+132.4%	Shares	Sole	2025-11-12
2020-12-31	$91,122	1,718	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.