Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,396
-$14,347 QoQ
Shares Held
91
-62.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,224
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $662,114 across 5 Capital Markets names. SCHW ranks #4 (1.3% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,396 | 91 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,743 | 242 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,783 | 178 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,160 | 75 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,843 | 75 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||