Intrinsic Value Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1910364 PHOENIX, AZ

Position in SCHW

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

Position Value

$4,823,875

-$97,857 QoQ

Shares Held

52,280

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.38%

of 13F equity value

Holder Rank

#653

of 2,304 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $6,792,564 across 3 Capital Markets names. SCHW ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	52,280	$4,823,875
2	JEF	Jefferies Financial Group Inc.	31,781	$1,588,414
3	GS	Goldman Sachs Group Inc	376	$380,275

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,823,875	52,280	-0.2%	Shares	Sole	2026-07-14
2026-03-31	$4,921,732	52,370	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$5,240,779	52,455	-4.5%	Shares	Sole	2026-01-21
2025-09-30	$5,241,589	54,903	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$5,044,020	55,283	+1.9%	Shares	Sole	2025-07-21
2025-03-31	$4,245,750	54,238	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$4,021,185	54,333	-1.9%	Shares	Sole	2025-01-30
2024-09-30	$3,589,372	55,383	-0.2%	Shares	Sole	2024-11-04
2024-06-30	$4,088,173	55,478	-1.3%	Shares	Sole	2024-07-25
2024-03-31	$4,067,388	56,226	-0.9%	Shares	Sole	2024-04-22
2023-12-31	$3,903,436	56,736	+0.2%	Shares	Sole	2024-02-07
2023-09-30	$3,107,669	56,606	+0.5%	Shares	Sole	2023-10-17
2023-06-30	$3,191,424	56,306	+15.7%	Shares	Sole	2023-08-02
2023-03-31	$2,549,648	48,676	+0.2%	Shares	Sole	2023-04-18
2022-12-31	$4,046,102	48,596	-8.1%	Shares	Sole	2023-01-12
2022-09-30	$3,801,635	52,896	+2.7%	Shares	Sole	2022-10-14
2022-06-30	$3,253,833	51,501	-1.5%	Shares	Sole	2022-07-18
2022-03-31	$4,410,340	52,311	-2.4%	Shares	Sole	2022-04-28
2021-12-31	$4,508,685	53,611	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.