INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
Position in SCHW — Schwab Charles Corp
CIK 867926
ATLANTA, GA
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$556,480
+$168,625 QoQ
Shares Held
6,031
+46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,456
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $1,299,233 across 3 Capital Markets names. SCHW ranks #1 (42.8% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,480 | 6,031 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $387,855 | 4,127 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $412,028 | 4,124 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $393,527 | 4,122 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $380,379 | 4,169 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $326,114 | 4,166 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $352,509 | 4,763 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $300,459 | 4,636 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $324,825 | 4,408 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $322,274 | 4,455 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $306,228 | 4,451 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $233,379 | 4,251 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $240,890 | 4,250 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $202,972 | 3,875 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||