INDEPENDENT FINANCIAL GROUP, LLC

Position in SCHW — Schwab Charles Corp

CIK 275484 SAN DIEGO, CA

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$747,422

-$22,484 QoQ

Shares Held

7,953

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $18,041,841 across 14 Capital Markets names. SCHW ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,022	$5,094,551
2	BMNR	Bitmine Immersion Technologies, Inc.	239,244	$4,732,246
3	MS	Morgan Stanley	13,683	$2,251,811
4	IREN	IREN Ltd	35,489	$1,216,562
5	SCHW	Schwab Charles Corp This page	7,953	$747,422
6	HOOD	Robinhood Markets, Inc.	9,814	$680,110
7	IBKR	Interactive Brokers Group, Inc.	9,960	$668,017
8	FUTU	Futu Holdings Ltd	4,381	$599,145

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$747,422	7,953	+3.2%	Shares	Sole	2026-05-15
2025-12-31	$769,906	7,706	+14.9%	Shares	Sole	2026-05-15
2025-09-30	$640,508	6,709	+0.4%	Shares	Sole	2026-05-15
2025-06-30	$609,665	6,682	-1.1%	Shares	Sole	2026-05-15
2025-03-31	$528,859	6,756	-13.2%	Shares	Sole	2026-05-19
2024-12-31	$576,093	7,784	-9.1%	Shares	Sole	2026-06-12
2024-09-30	$554,838	8,561	+11.9%	Shares	Sole	2026-06-12
2024-06-30	$563,875	7,652	+5.5%	Shares	Sole	2026-06-12
2024-03-31	$524,537	7,251	+30.9%	Shares	Sole	2026-06-12
2023-12-31	$381,014	5,538	+9.0%	Shares	Sole	2026-06-12
2023-09-30	$278,946	5,081	+0.4%	Shares	Sole	2026-06-12
2023-06-30	$286,857	5,061	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.