Index Technologies Group LLC

Position in SCHW — Schwab Charles Corp

CIK 2095322 New York, NY

Position in SCHW

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

Position Value

$58,775

New position

Shares Held

637

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,065

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Index Technologies Group LLC holds $1,140,995 across 6 Capital Markets names. SCHW ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	4,209	$366,351
2	EVR	Evercore Inc.	827	$282,370
3	HLI	Houlihan Lokey, Inc.	1,944	$260,748
4	MS	Morgan Stanley	420	$87,796
5	GS	Goldman Sachs Group Inc	84	$84,955
6	SCHW	Schwab Charles Corp This page	637	$58,775

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,775	637	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.