Investor's Fiduciary Advisor Network, LLC
Position in SCHW — Schwab Charles Corp
CIK 2044901
SNOQUALMIE, WA
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$638,877
-$373,945 QoQ
Shares Held
6,924
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,399
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026Investor's Fiduciary Advisor Network, LLC holds $1,949,608 across 3 Capital Markets names. SCHW ranks #2 (32.8% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,877 | 6,924 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,012,822 | 10,777 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,220,001 | 12,211 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,095,422 | 11,474 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,095,062 | 12,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,208,251 | 15,435 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,219,758 | 16,481 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||