Impact Capital Partners LLC
Position in SCHW — Schwab Charles Corp
CIK 2054916
GREENWOOD VILLAGE, CO
Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$372,401
-$20,435 QoQ
Shares Held
4,036
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,636
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, 2026Impact Capital Partners LLC holds $3,762,636 across 7 Capital Markets names. SCHW ranks #6 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
839 | $848,539 | |
| 2 | MC |
Moelis & Co
|
9,877 | $646,153 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,244 | $630,517 | |
| 4 | MS |
Morgan Stanley
|
2,695 | $563,362 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,391 | $391,816 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
4,036 | $372,401 | |
| 7 | SF |
Stifel Financial Corp
|
4,441 | $309,848 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,401 | 4,036 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $392,836 | 4,180 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $458,986 | 4,594 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $458,446 | 4,802 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $619,245 | 6,787 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $552,108 | 7,053 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $538,496 | 7,276 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||