Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$82,138
New position
Shares Held
874
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Innovative Asset Advisors Group, LLC holds $936,140 across 23 Capital Markets names. SCHW ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,718 | $447,301 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278 | $235,185 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
874 | $82,138 | |
| 4 | MARA |
MARA Holdings, Inc.
|
4,000 | $32,640 | |
| 5 | MC |
Moelis & Co
|
500 | $28,500 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
266 | $17,840 | |
| 7 | IREN |
IREN Ltd
|
443 | $15,186 | |
| 8 | HUT |
Hut 8 Corp.
|
271 | $12,712 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,138 | 874 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||