INDEPENDENT FINANCIAL GROUP, LLC

Position in SCHW — Schwab Charles Corp

CIK 275484 SAN DIEGO, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$776,082

+$28,660 QoQ

Shares Held

8,411

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,322

of 2,304 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $18,089,453 across 12 Capital Markets names. SCHW ranks #7 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,150	$7,231,295
2	BMNR	Bitmine Immersion Technologies, Inc.	264,275	$3,517,500
3	MS	Morgan Stanley	11,635	$2,432,180
4	IREN	IREN Ltd	23,408	$1,070,447
5	HOOD	Robinhood Markets, Inc.	10,549	$1,057,853
6	VIRT	Virtu Financial, Inc.	13,369	$796,391
7	SCHW	Schwab Charles Corp This page	8,411	$776,082
8	LPLA	LPL Financial Holdings Inc.	1,821	$512,939

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,082	8,411	+5.8%	Shares	Sole	2026-07-15
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.