Independent Financial Group’s Charles Schwab SCHW Stock Holding History

Independent Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$747K	Buy
2025 Q4	$770K	Buy
2025 Q3	$641K	Buy
2025 Q2	$610K	Buy