IFG
SCHW

Independent Financial Group’s Charles Schwab SCHW Stock Holding History

Independent Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Buy
8,411
+458
+6% +$41.8K 0.01% 796
2026
Q1 		$747K Buy
7,953
+247
+3% +$24.2K 0.02% 739
2025
Q4 		$770K Buy
7,706
+997
+15% +$94.6K 0.02% 716
2025
Q3 		$641K Buy
6,709
+27
+0.4% +$2.56K 0.02% 749
2025
Q2 		$610K Sell
6,682
-74
-1% -$6.2K 0.02% 695
2025
Q1 		$529K Sell
6,756
-1,028
-13% -$80.7K 0.02% 690
2024
Q4 		$576K Sell
7,784
-777
-9% -$58.1K 0.02% 648
2024
Q3 		$555K Buy
8,561
+909
+12% +$59.7K 0.02% 615
2024
Q2 		$564K Buy
7,652
+401
+6% +$29.6K 0.02% 564
2024
Q1 		$525K Buy
7,251
+1,713
+31% +$113K 0.02% 566
2023
Q4 		$381K Buy
5,538
+457
+9% +$26.4K 0.02% 642
2023
Q3 		$279K Buy
5,081
+20
+0.4% +$1.21K 0.02% 686
2023
Q2 		$287K Buy
+5,061
New +$265K 0.02% 659

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Independent Financial Group's SCHW Position: Q2 2026 in Review

Independent Financial Group increased its Charles Schwab (SCHW) stake by 5.8% in Q2 2026, buying an estimated $41.8K and bringing the position to 8,411 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #796.

Independent Financial Group first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Independent Financial Group held 8,411 shares of Charles Schwab worth $776K as of Q2 2026.
  • Independent Financial Group bought 458 Charles Schwab shares in Q2 2026, an estimated $41.8K.
  • Charles Schwab made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #796 holding.
  • Independent Financial Group first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.